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 | $168,722 | $109,881+53.6% | $150,045+12.4% | $84,808+98.9% |
| Participation rate | 91.9% | 76.1%+15.8pp | 82.3%+9.6pp | 68.3%+23.6pp |
| Annual return | 563.53% | 28.25%+535.3pp | 62.55%+501.0pp | 40.90%+522.6pp |
| Employer contribution / active EE | $7,552 | $3,561+112.1% | $4,693+60.9% | $2,631+187.1% |
| Participant deferral / active EE | $0 | $6,636-100.0% | $7,997-100.0% | $4,212-100.0% |
| Admin fee / account holder | $7,161 | $8,568-16.4% | $13,435-46.7% | $7,344-2.5% |