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 | $166,419 | $109,817+51.5% | $98,442+69.1% | $167,490-0.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 12.91% | 1956.69%-1943.8pp | 1492.73%-1479.8pp | 478.56%-465.7pp |
| Employer contribution / active EE | $3,056 | $3,224-5.2% | $2,960+3.2% | $4,837-36.8% |
| Participant deferral / active EE | $17,333 | $4,673+270.9% | $4,276+305.3% | $6,341+173.3% |
| Admin fee / account holder | $1,781 | $6,753-73.6% | $5,949-70.1% | $12,309-85.5% |