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 4-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 | $173,858 | $117,983+47.4% | $101,794+70.8% | $142,382+22.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 88.19% | 36.92%+51.3pp | 30.53%+57.7pp | 217.08%-128.9pp |
| Employer contribution / active EE | $32,000 | $2,773+1054.1% | $2,289+1298.1% | $4,299+644.3% |
| Participant deferral / active EE | $26,000 | $4,714+451.6% | $4,084+536.6% | $6,507+299.6% |
| Admin fee / account holder | $36,791 | $10,433+252.6% | $8,777+319.2% | $12,624+191.4% |