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 | $136,897 | $171,865-20.3% | $149,718-8.6% | $147,584-7.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 23.51% | 2113.22%-2089.7pp | 1501.63%-1478.1pp | 578.55%-555.0pp |
| Employer contribution / active EE | $8,518 | $6,275+35.7% | $5,445+56.4% | $4,876+74.7% |
| Participant deferral / active EE | $12,347 | $7,271+69.8% | $6,569+88.0% | $5,439+127.0% |
| Admin fee / account holder | $3,166 | $13,799-77.1% | $11,283-71.9% | $10,885-70.9% |