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 | $146,898 | $180,449-18.6% | $154,107-4.7% | $135,375+8.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 422.31% | 888.09%-465.8pp | 735.12%-312.8pp | 519.73%-97.4pp |
| Employer contribution / active EE | $2,854 | $6,035-52.7% | $5,298-46.1% | $4,779-40.3% |
| Participant deferral / active EE | $12,496 | $5,806+115.2% | $5,081+146.0% | $5,609+122.8% |
| Admin fee / account holder | $501 | $16,143-96.9% | $13,411-96.3% | $10,827-95.4% |