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 | $190,094 | $88,751+114.2% | $81,812+132.4% | $145,922+30.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 11.15% | 1025.40%-1014.2pp | 773.79%-762.6pp | 561.29%-550.1pp |
| Employer contribution / active EE | $4,950 | $3,083+60.5% | $2,912+70.0% | $4,660+6.2% |
| Participant deferral / active EE | $11,165 | $4,643+140.5% | $4,319+158.5% | $6,688+66.9% |
| Admin fee / account holder | $1,417 | $8,415-83.2% | $7,386-80.8% | $13,397-89.4% |