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 | $148,127 | $150,440-1.5% | $136,294+8.7% | $147,584+0.4% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 11.95% | 1049.08%-1037.1pp | 5155.94%-5144.0pp | 578.55%-566.6pp |
| Employer contribution / active EE | $9,577 | $5,256+82.2% | $4,695+104.0% | $4,876+96.4% |
| Participant deferral / active EE | $8,750 | $6,630+32.0% | $6,247+40.1% | $5,439+60.9% |
| Admin fee / account holder | $974 | $10,905-91.1% | $9,243-89.5% | $10,885-91.1% |