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 8-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 | $139,334 | $155,788-10.6% | $124,672+11.8% | $167,490-16.8% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 38.81% | 17.97%+20.8pp | 5142.93%-5104.1pp | 478.56%-439.7pp |
| Employer contribution / active EE | $14,468 | $4,163+247.5% | $3,324+335.3% | $4,837+199.1% |
| Participant deferral / active EE | $15,111 | $5,673+166.4% | $4,614+227.5% | $6,341+138.3% |
| Admin fee / account holder | $12,235 | $9,531+28.4% | $7,493+63.3% | $12,309-0.6% |