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 | $192,043 | $150,440+27.7% | $136,294+40.9% | $147,584+30.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 24.85% | 1049.08%-1024.2pp | 5155.94%-5131.1pp | 578.55%-553.7pp |
| Employer contribution / active EE | $2,278 | $5,256-56.7% | $4,695-51.5% | $4,876-53.3% |
| Participant deferral / active EE | $11,023 | $6,630+66.2% | $6,247+76.5% | $5,439+102.7% |
| Admin fee / account holder | $19,303 | $10,905+77.0% | $9,243+108.8% | $10,885+77.3% |