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 | $159,427 | $171,865-7.2% | $149,718+6.5% | $147,584+8.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 15.20% | 2113.22%-2098.0pp | 1501.63%-1486.4pp | 578.55%-563.3pp |
| Employer contribution / active EE | $20,994 | $6,275+234.6% | $5,445+285.6% | $4,876+330.5% |
| Participant deferral / active EE | $9,988 | $7,271+37.4% | $6,569+52.1% | $5,439+83.7% |
| Admin fee / account holder | $542 | $13,799-96.1% | $11,283-95.2% | $10,885-95.0% |