See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $206,091 | $150,440+37.0% | $136,294+51.2% | $147,584+39.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 18.11% | 1049.08%-1031.0pp | 5155.94%-5137.8pp | 578.55%-560.4pp |
| Employer contribution / active EE | $3,863 | $5,256-26.5% | $4,695-17.7% | $4,876-20.8% |
| Participant deferral / active EE | $8,520 | $6,630+28.5% | $6,247+36.4% | $5,439+56.6% |
| Admin fee / account holder | $1,923 | $10,905-82.4% | $9,243-79.2% | $10,885-82.3% |