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 | $231,129 | $150,440+53.6% | $136,294+69.6% | $147,584+56.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 19.88% | 1049.08%-1029.2pp | 5155.94%-5136.1pp | 578.55%-558.7pp |
| Employer contribution / active EE | $12,003 | $5,256+128.4% | $4,695+155.6% | $4,876+146.2% |
| Participant deferral / active EE | $5,662 | $6,630-14.6% | $6,247-9.4% | $5,439+4.1% |
| Admin fee / account holder | $1,750 | $10,905-84.0% | $9,243-81.1% | $10,885-83.9% |