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 | $245,239 | $88,751+176.3% | $81,812+199.8% | $145,922+68.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 12.14% | 1025.40%-1013.3pp | 773.79%-761.6pp | 561.29%-549.1pp |
| Employer contribution / active EE | $2,667 | $3,083-13.5% | $2,912-8.4% | $4,660-42.8% |
| Participant deferral / active EE | $8,677 | $4,643+86.9% | $4,319+100.9% | $6,688+29.7% |
| Admin fee / account holder | $333 | $8,415-96.0% | $7,386-95.5% | $13,397-97.5% |