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 | $205,053 | $150,440+36.3% | $136,294+50.4% | $147,584+38.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 15.74% | 1049.08%-1033.3pp | 5155.94%-5140.2pp | 578.55%-562.8pp |
| Employer contribution / active EE | $3,519 | $5,256-33.1% | $4,695-25.1% | $4,876-27.8% |
| Participant deferral / active EE | $8,480 | $6,630+27.9% | $6,247+35.7% | $5,439+55.9% |
| Admin fee / account holder | $1,342 | $10,905-87.7% | $9,243-85.5% | $10,885-87.7% |