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 | $178,029 | $171,865+3.6% | $149,718+18.9% | $147,584+20.6% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 16.71% | 2113.22%-2096.5pp | 1501.63%-1484.9pp | 578.55%-561.8pp |
| Employer contribution / active EE | $11,479 | $6,275+82.9% | $5,445+110.8% | $4,876+135.4% |
| Participant deferral / active EE | $10,081 | $7,271+38.6% | $6,569+53.5% | $5,439+85.3% |
| Admin fee / account holder | $206,486 | $13,799+1396.3% | $11,283+1730.1% | $10,885+1796.9% |