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 | $177,218 | $102,604+72.7% | $86,188+105.6% | $139,434+27.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 24.01% | 1922.51%-1898.5pp | 1168.45%-1144.4pp | 372.94%-348.9pp |
| Employer contribution / active EE | $5,877 | $3,032+93.8% | $2,380+146.9% | $4,751+23.7% |
| Participant deferral / active EE | $16,935 | $4,676+262.2% | $3,985+324.9% | $6,710+152.4% |
| Admin fee / account holder | $1,601 | $8,657-81.5% | $6,852-76.6% | $11,403-86.0% |