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 | $170,294 | $176,662-3.6% | $130,648+30.3% | $152,861+11.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 23.34% | 2692.24%-2668.9pp | 1708.96%-1685.6pp | 345.32%-322.0pp |
| Employer contribution / active EE | $3,535 | $5,742-38.4% | $4,092-13.6% | $4,762-25.8% |
| Participant deferral / active EE | $12,706 | $4,361+191.3% | $3,603+252.7% | $5,850+117.2% |
| Admin fee / account holder | $1,231 | $7,133-82.7% | $5,464-77.5% | $11,596-89.4% |