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 7-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 | $111,695 | $52,380+113.2% | $98,755+13.1% | $85,850+30.1% |
| Participation rate | 100.0% | 58.0%+42.0pp | 65.7%+34.3pp | 69.3%+30.7pp |
| Annual return | 187.51% | 25.82%+161.7pp | 49.91%+137.6pp | 318.53%-131.0pp |
| Employer contribution / active EE | $8,334 | $1,337+523.1% | $2,067+303.1% | $2,565+224.9% |
| Participant deferral / active EE | $0 | $2,101-100.0% | $3,035-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,292 | $3,865-66.6% | $4,076-68.3% | $6,260-79.4% |