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 | $117,693 | $150,440-21.8% | $136,294-13.6% | $147,584-20.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 19.25% | 1049.08%-1029.8pp | 5155.94%-5136.7pp | 578.55%-559.3pp |
| Employer contribution / active EE | $12,748 | $5,256+142.5% | $4,695+171.5% | $4,876+161.4% |
| Participant deferral / active EE | $13,393 | $6,630+102.0% | $6,247+114.4% | $5,439+146.3% |
| Admin fee / account holder | $1,573 | $10,905-85.6% | $9,243-83.0% | $10,885-85.5% |