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 | $229,748 | $171,865+33.7% | $149,718+53.5% | $147,584+55.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 17.12% | 2113.22%-2096.1pp | 1501.63%-1484.5pp | 578.55%-561.4pp |
| Employer contribution / active EE | $25,000 | $6,275+298.4% | $5,445+359.1% | $4,876+412.7% |
| Participant deferral / active EE | $18,000 | $7,271+147.6% | $6,569+174.0% | $5,439+231.0% |
| Admin fee / account holder | $2,195 | $13,799-84.1% | $11,283-80.5% | $10,885-79.8% |