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 | $138,456 | $109,817+26.1% | $98,442+40.6% | $167,490-17.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 17.06% | 1956.69%-1939.6pp | 1492.73%-1475.7pp | 478.56%-461.5pp |
| Employer contribution / active EE | $7,147 | $3,224+121.7% | $2,960+141.5% | $4,837+47.7% |
| Participant deferral / active EE | $7,827 | $4,673+67.5% | $4,276+83.0% | $6,341+23.4% |
| Admin fee / account holder | $11,947 | $6,753+76.9% | $5,949+100.8% | $12,309-2.9% |