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 | $154,256 | $138,065+11.7% | $123,544+24.9% | $135,375+13.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 2727.56% | 153.68%+2573.9pp | 119.20%+2608.4pp | 519.73%+2207.8pp |
| Employer contribution / active EE | $15,225 | $5,151+195.6% | $4,628+229.0% | $4,779+218.6% |
| Participant deferral / active EE | $4,242 | $6,799-37.6% | $6,426-34.0% | $5,609-24.4% |
| Admin fee / account holder | $1,119 | $10,916-89.8% | $9,284-88.0% | $10,827-89.7% |