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 | $138,370 | $140,588-1.6% | $123,104+12.4% | $125,391+10.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | 99.12% | 16.80%+82.3pp | 13.22%+85.9pp | 282.22%-183.1pp |
| Employer contribution / active EE | $34,000 | $6,041+462.8% | $5,151+560.0% | $4,866+598.7% |
| Participant deferral / active EE | $18,000 | $6,980+157.9% | $6,230+188.9% | $5,352+236.4% |
| Admin fee / account holder | $561 | $11,198-95.0% | $9,015-93.8% | $9,540-94.1% |