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 | $212,674 | $171,865+23.7% | $149,718+42.0% | $147,584+44.1% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 11.98% | 2113.22%-2101.2pp | 1501.63%-1489.6pp | 578.55%-566.6pp |
| Employer contribution / active EE | $21,600 | $6,275+244.2% | $5,445+296.7% | $4,876+343.0% |
| Participant deferral / active EE | $12,000 | $7,271+65.0% | $6,569+82.7% | $5,439+120.6% |
| Admin fee / account holder | $43,755 | $13,799+217.1% | $11,283+287.8% | $10,885+302.0% |