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 9-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 | $140,164 | $96,305+45.5% | $80,569+74.0% | $139,434+0.5% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 14.87% | 1350.08%-1335.2pp | 935.43%-920.6pp | 372.94%-358.1pp |
| Employer contribution / active EE | $5,267 | $3,262+61.5% | $2,723+93.4% | $4,751+10.9% |
| Participant deferral / active EE | $7,500 | $5,232+43.4% | $4,447+68.6% | $6,710+11.8% |
| Admin fee / account holder | $1,513 | $6,599-77.1% | $5,377-71.9% | $11,403-86.7% |