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 | $241,632 | $150,440+60.6% | $136,294+77.3% | $147,584+63.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 13.43% | 1049.08%-1035.7pp | 5155.94%-5142.5pp | 578.55%-565.1pp |
| Employer contribution / active EE | $16,938 | $5,256+222.3% | $4,695+260.7% | $4,876+247.3% |
| Participant deferral / active EE | $13,817 | $6,630+108.4% | $6,247+121.2% | $5,439+154.0% |
| Admin fee / account holder | $72,408 | $10,905+564.0% | $9,243+683.4% | $10,885+565.2% |