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 6-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 | $225,905 | $72,400+212.0% | $67,502+234.7% | $145,922+54.8% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 11.63% | 7182.46%-7170.8pp | 3512.12%-3500.5pp | 561.29%-549.7pp |
| Employer contribution / active EE | $14,971 | $3,069+387.8% | $2,731+448.2% | $4,660+221.3% |
| Participant deferral / active EE | $0 | $4,783-100.0% | $4,000-100.0% | $6,688-100.0% |
| Admin fee / account holder | $25,200 | $5,539+355.0% | $3,998+530.4% | $13,397+88.1% |