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 | $163,391 | $176,662-7.5% | $130,648+25.1% | $152,861+6.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 19.85% | 2692.24%-2672.4pp | 1708.96%-1689.1pp | 345.32%-325.5pp |
| Employer contribution / active EE | $9,865 | $5,742+71.8% | $4,092+141.1% | $4,762+107.1% |
| Participant deferral / active EE | $6,134 | $4,361+40.6% | $3,603+70.2% | $5,850+4.8% |
| Admin fee / account holder | $2,050 | $7,133-71.3% | $5,464-62.5% | $11,596-82.3% |