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 | $193,450 | $150,440+28.6% | $136,294+41.9% | $147,584+31.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 32.35% | 1049.08%-1016.7pp | 5155.94%-5123.6pp | 578.55%-546.2pp |
| Employer contribution / active EE | $9,349 | $5,256+77.9% | $4,695+99.1% | $4,876+91.7% |
| Participant deferral / active EE | $7,275 | $6,630+9.7% | $6,247+16.5% | $5,439+33.8% |
| Admin fee / account holder | $14,432 | $10,905+32.3% | $9,243+56.1% | $10,885+32.6% |