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 | $147,625 | $150,440-1.9% | $136,294+8.3% | $147,5840% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 11.48% | 1049.08%-1037.6pp | 5155.94%-5144.5pp | 578.55%-567.1pp |
| Employer contribution / active EE | $1,697 | $5,256-67.7% | $4,695-63.9% | $4,876-65.2% |
| Participant deferral / active EE | $2,120 | $6,630-68.0% | $6,247-66.1% | $5,439-61.0% |
| Admin fee / account holder | $12,528 | $10,905+14.9% | $9,243+35.5% | $10,885+15.1% |