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 10-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 | $190,170 | $124,185+53.1% | $108,410+75.4% | $167,490+13.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 13.91% | 1379.64%-1365.7pp | 905.27%-891.4pp | 478.56%-464.6pp |
| Employer contribution / active EE | $13,109 | $4,187+213.1% | $3,558+268.4% | $4,837+171.0% |
| Participant deferral / active EE | $11,585 | $6,908+67.7% | $6,563+76.5% | $6,341+82.7% |
| Admin fee / account holder | $769 | $9,455-91.9% | $7,295-89.5% | $12,309-93.7% |