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 | $166,497 | $158,398+5.1% | $126,539+31.6% | $142,382+16.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 13.77% | 593.76%-580.0pp | 425.95%-412.2pp | 217.08%-203.3pp |
| Employer contribution / active EE | $5,835 | $4,650+25.5% | $3,674+58.8% | $4,299+35.7% |
| Participant deferral / active EE | $16,337 | $4,767+242.7% | $4,083+300.1% | $6,507+151.1% |
| Admin fee / account holder | $906 | $6,918-86.9% | $6,065-85.1% | $12,624-92.8% |