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 | $197,618 | $150,440+31.4% | $136,294+45.0% | $147,584+33.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 19.88% | 1049.08%-1029.2pp | 5155.94%-5136.1pp | 578.55%-558.7pp |
| Employer contribution / active EE | $20,000 | $5,256+280.5% | $4,695+325.9% | $4,876+310.1% |
| Participant deferral / active EE | $10,586 | $6,630+59.7% | $6,247+69.5% | $5,439+94.6% |
| Admin fee / account holder | $896 | $10,905-91.8% | $9,243-90.3% | $10,885-91.8% |