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 | $158,822 | $89,753+77.0% | $107,525+47.7% | $84,808+87.3% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 65.11% | 29.48%+35.6pp | 181.32%-116.2pp | 40.90%+24.2pp |
| Employer contribution / active EE | $41,954 | $3,113+1247.5% | $3,754+1017.7% | $2,631+1494.6% |
| Participant deferral / active EE | $0 | $4,056-100.0% | $5,116-100.0% | $4,212-100.0% |
| Admin fee / account holder | $19,757 | $7,222+173.6% | $8,919+121.5% | $7,344+169.0% |