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 | $164,692 | $150,440+9.5% | $136,294+20.8% | $147,584+11.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 18.91% | 1049.08%-1030.2pp | 5155.94%-5137.0pp | 578.55%-559.6pp |
| Employer contribution / active EE | $14,759 | $5,256+180.8% | $4,695+214.3% | $4,876+202.7% |
| Participant deferral / active EE | $15,581 | $6,630+135.0% | $6,247+149.4% | $5,439+186.5% |
| Admin fee / account holder | $347 | $10,905-96.8% | $9,243-96.2% | $10,885-96.8% |