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 | $170,795 | $150,440+13.5% | $136,294+25.3% | $147,584+15.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 13.04% | 1049.08%-1036.0pp | 5155.94%-5142.9pp | 578.55%-565.5pp |
| Employer contribution / active EE | $17,123 | $5,256+225.8% | $4,695+264.7% | $4,876+251.1% |
| Participant deferral / active EE | $14,000 | $6,630+111.1% | $6,247+124.1% | $5,439+157.4% |
| Admin fee / account holder | $2,336 | $10,905-78.6% | $9,243-74.7% | $10,885-78.5% |