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 | $237,609 | $171,865+38.3% | $149,718+58.7% | $147,584+61.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 18.88% | 2113.22%-2094.3pp | 1501.63%-1482.7pp | 578.55%-559.7pp |
| Employer contribution / active EE | $4,004 | $6,275-36.2% | $5,445-26.5% | $4,876-17.9% |
| Participant deferral / active EE | $10,962 | $7,271+50.8% | $6,569+66.9% | $5,439+101.6% |
| Admin fee / account holder | $3,118 | $13,799-77.4% | $11,283-72.4% | $10,885-71.4% |