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 | $155,334 | $158,398-1.9% | $126,539+22.8% | $142,382+9.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 17.72% | 593.76%-576.0pp | 425.95%-408.2pp | 217.08%-199.4pp |
| Employer contribution / active EE | $3,501 | $4,650-24.7% | $3,674-4.7% | $4,299-18.6% |
| Participant deferral / active EE | $13,351 | $4,767+180.1% | $4,083+227.0% | $6,507+105.2% |
| Admin fee / account holder | $8,265 | $6,918+19.5% | $6,065+36.3% | $12,624-34.5% |