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 7-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 | $191,921 | $101,317+89.4% | $146,958+30.6% | $74,495+157.6% |
| Participation rate | 73.6% | 75.5%-1.9pp | 82.2%-8.5pp | 67.2%+6.4pp |
| Annual return | 214.99% | 8730.91%-8515.9pp | 418.34%-203.3pp | 1364.94%-1150.0pp |
| Employer contribution / active EE | $2,024 | $3,810-46.9% | $4,933-59.0% | $2,623-22.8% |
| Participant deferral / active EE | $8,407 | $7,303+15.1% | $8,070+4.2% | $4,346+93.4% |
| Admin fee / account holder | $50,376 | $1,739+2797.1% | $12,998+287.6% | $1,942+2494.4% |