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 | $113,777 | $102,604+10.9% | $86,188+32.0% | $139,434-18.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 30.41% | 1922.51%-1892.1pp | 1168.45%-1138.0pp | 372.94%-342.5pp |
| Employer contribution / active EE | $37,252 | $3,032+1128.5% | $2,380+1465.1% | $4,751+684.1% |
| Participant deferral / active EE | $14,954 | $4,676+219.8% | $3,985+275.2% | $6,710+122.9% |
| Admin fee / account holder | $1,100 | $8,657-87.3% | $6,852-84.0% | $11,403-90.4% |