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 | $161,145 | $109,817+46.7% | $98,442+63.7% | $167,490-3.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 44.17% | 1956.69%-1912.5pp | 1492.73%-1448.6pp | 478.56%-434.4pp |
| Employer contribution / active EE | $1,765 | $3,224-45.3% | $2,960-40.4% | $4,837-63.5% |
| Participant deferral / active EE | $1,823 | $4,673-61.0% | $4,276-57.4% | $6,341-71.3% |
| Admin fee / account holder | $913 | $6,753-86.5% | $5,949-84.7% | $12,309-92.6% |