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 | $185,046 | $150,440+23.0% | $136,294+35.8% | $147,584+25.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 19.96% | 1049.08%-1029.1pp | 5155.94%-5136.0pp | 578.55%-558.6pp |
| Employer contribution / active EE | $11,057 | $5,256+110.4% | $4,695+135.5% | $4,876+126.7% |
| Participant deferral / active EE | $5,783 | $6,630-12.8% | $6,247-7.4% | $5,439+6.3% |
| Admin fee / account holder | $1,759 | $10,905-83.9% | $9,243-81.0% | $10,885-83.8% |