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 | $156,722 | $150,440+4.2% | $136,294+15.0% | $147,584+6.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 12.37% | 1049.08%-1036.7pp | 5155.94%-5143.6pp | 578.55%-566.2pp |
| Employer contribution / active EE | $1,843 | $5,256-64.9% | $4,695-60.8% | $4,876-62.2% |
| Participant deferral / active EE | $11,787 | $6,630+77.8% | $6,247+88.7% | $5,439+116.7% |
| Admin fee / account holder | $8,709 | $10,905-20.1% | $9,243-5.8% | $10,885-20.0% |