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 | $154,474 | $171,865-10.1% | $149,718+3.2% | $147,584+4.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 17.85% | 2113.22%-2095.4pp | 1501.63%-1483.8pp | 578.55%-560.7pp |
| Employer contribution / active EE | $4,437 | $6,275-29.3% | $5,445-18.5% | $4,876-9.0% |
| Participant deferral / active EE | $9,661 | $7,271+32.9% | $6,569+47.1% | $5,439+77.6% |
| Admin fee / account holder | $65,232 | $13,799+372.7% | $11,283+478.2% | $10,885+499.3% |