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 | $210,678 | $150,440+40.0% | $136,294+54.6% | $147,584+42.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 12.75% | 1049.08%-1036.3pp | 5155.94%-5143.2pp | 578.55%-565.8pp |
| Employer contribution / active EE | $36,294 | $5,256+590.5% | $4,695+672.9% | $4,876+644.3% |
| Participant deferral / active EE | $24,360 | $6,630+267.4% | $6,247+289.9% | $5,439+347.9% |
| Admin fee / account holder | $2,832 | $10,905-74.0% | $9,243-69.4% | $10,885-74.0% |