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 | $223,908 | $124,185+80.3% | $108,410+106.5% | $167,490+33.7% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 39.47% | 1379.64%-1340.2pp | 905.27%-865.8pp | 478.56%-439.1pp |
| Employer contribution / active EE | $33,154 | $4,187+691.9% | $3,558+831.7% | $4,837+585.4% |
| Participant deferral / active EE | $11,333 | $6,908+64.1% | $6,563+72.7% | $6,341+78.7% |
| Admin fee / account holder | $56,026 | $9,455+492.6% | $7,295+668.0% | $12,309+355.2% |