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 | $146,598 | $150,440-2.6% | $136,294+7.6% | $147,584-0.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 18.30% | 1049.08%-1030.8pp | 5155.94%-5137.6pp | 578.55%-560.2pp |
| Employer contribution / active EE | $7,748 | $5,256+47.4% | $4,695+65.0% | $4,876+58.9% |
| Participant deferral / active EE | $6,281 | $6,630-5.3% | $6,247+0.5% | $5,439+15.5% |
| Admin fee / account holder | $2,096 | $10,905-80.8% | $9,243-77.3% | $10,885-80.7% |