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 6-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 | $236,500 | $88,751+166.5% | $81,812+189.1% | $145,922+62.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 10.48% | 1025.40%-1014.9pp | 773.79%-763.3pp | 561.29%-550.8pp |
| Employer contribution / active EE | $2,532 | $3,083-17.9% | $2,912-13.1% | $4,660-45.7% |
| Participant deferral / active EE | $6,387 | $4,643+37.6% | $4,319+47.9% | $6,688-4.5% |
| Admin fee / account holder | $2,395 | $8,415-71.5% | $7,386-67.6% | $13,397-82.1% |