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 | $153,594 | $150,440+2.1% | $136,294+12.7% | $147,584+4.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 10.61% | 1049.08%-1038.5pp | 5155.94%-5145.3pp | 578.55%-567.9pp |
| Employer contribution / active EE | $8,069 | $5,256+53.5% | $4,695+71.9% | $4,876+65.5% |
| Participant deferral / active EE | $4,007 | $6,630-39.6% | $6,247-35.9% | $5,439-26.3% |
| Admin fee / account holder | $13,581 | $10,905+24.5% | $9,243+46.9% | $10,885+24.8% |