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 | $188,837 | $171,865+9.9% | $149,718+26.1% | $147,584+28.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 14.29% | 2113.22%-2098.9pp | 1501.63%-1487.3pp | 578.55%-564.3pp |
| Employer contribution / active EE | $10,676 | $6,275+70.1% | $5,445+96.1% | $4,876+118.9% |
| Participant deferral / active EE | $12,854 | $7,271+76.8% | $6,569+95.7% | $5,439+136.3% |
| Admin fee / account holder | $1,619 | $13,799-88.3% | $11,283-85.7% | $10,885-85.1% |