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 | $176,426 | $88,751+98.8% | $81,812+115.6% | $145,922+20.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 11.76% | 1025.40%-1013.6pp | 773.79%-762.0pp | 561.29%-549.5pp |
| Employer contribution / active EE | $5,774 | $3,083+87.3% | $2,912+98.3% | $4,660+23.9% |
| Participant deferral / active EE | $20,710 | $4,643+346.0% | $4,319+379.6% | $6,688+209.7% |
| Admin fee / account holder | $170,693 | $8,415+1928.4% | $7,386+2211.0% | $13,397+1174.1% |