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 | $201,716 | $88,751+127.3% | $81,812+146.6% | $145,922+38.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 18.28% | 1025.40%-1007.1pp | 773.79%-755.5pp | 561.29%-543.0pp |
| Employer contribution / active EE | $6,612 | $3,083+114.4% | $2,912+127.0% | $4,660+41.9% |
| Participant deferral / active EE | $14,903 | $4,643+221.0% | $4,319+245.1% | $6,688+122.8% |
| Admin fee / account holder | $13,448 | $8,415+59.8% | $7,386+82.1% | $13,397+0.4% |