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 | $191,676 | $150,440+27.4% | $136,294+40.6% | $147,584+29.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 15.10% | 1049.08%-1034.0pp | 5155.94%-5140.8pp | 578.55%-563.4pp |
| Employer contribution / active EE | $3,734 | $5,256-29.0% | $4,695-20.5% | $4,876-23.4% |
| Participant deferral / active EE | $14,000 | $6,630+111.1% | $6,247+124.1% | $5,439+157.4% |
| Admin fee / account holder | $8,955 | $10,905-17.9% | $9,243-3.1% | $10,885-17.7% |