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 | $184,922 | $102,604+80.2% | $86,188+114.6% | $139,434+32.6% |
| Participation rate | 85.7% | 74.5%+11.2pp | 69.0%+16.8pp | 80.3%+5.4pp |
| Annual return | 17.57% | 1922.51%-1904.9pp | 1168.45%-1150.9pp | 372.94%-355.4pp |
| Employer contribution / active EE | $4,165 | $3,032+37.4% | $2,380+75.0% | $4,751-12.3% |
| Participant deferral / active EE | $10,655 | $4,676+127.9% | $3,985+167.3% | $6,710+58.8% |
| Admin fee / account holder | $54,702 | $8,657+531.9% | $6,852+698.4% | $11,403+379.7% |