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 | $174,716 | $150,440+16.1% | $136,294+28.2% | $147,584+18.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 13.18% | 1049.08%-1035.9pp | 5155.94%-5142.8pp | 578.55%-565.4pp |
| Employer contribution / active EE | $6,365 | $5,256+21.1% | $4,695+35.6% | $4,876+30.5% |
| Participant deferral / active EE | $9,572 | $6,630+44.4% | $6,247+53.2% | $5,439+76.0% |
| Admin fee / account holder | $8,145 | $10,905-25.3% | $9,243-11.9% | $10,885-25.2% |