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 | $162,282 | $150,440+7.9% | $136,294+19.1% | $147,584+10.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 23.54% | 1049.08%-1025.5pp | 5155.94%-5132.4pp | 578.55%-555.0pp |
| Employer contribution / active EE | $5,128 | $5,256-2.4% | $4,695+9.2% | $4,876+5.2% |
| Participant deferral / active EE | $12,916 | $6,630+94.8% | $6,247+106.8% | $5,439+137.5% |
| Admin fee / account holder | $475 | $10,905-95.6% | $9,243-94.9% | $10,885-95.6% |