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 5-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 | $177,880 | $114,047+56.0% | $96,139+85.0% | $167,490+6.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 13.71% | 189.88%-176.2pp | 191.94%-178.2pp | 478.56%-464.9pp |
| Employer contribution / active EE | $29,860 | $3,427+771.3% | $2,797+967.6% | $4,837+517.3% |
| Participant deferral / active EE | $17,719 | $5,194+241.2% | $4,349+307.5% | $6,341+179.4% |
| Admin fee / account holder | $22,872 | $6,897+231.6% | $5,537+313.1% | $12,309+85.8% |