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 | $118,513 | $70,587+67.9% | $124,672-4.9% | $85,850+38.0% |
| Participation rate | 100.0% | 64.4%+35.6pp | 74.6%+25.4pp | 69.3%+30.7pp |
| Annual return | 14.94% | 20688.83%-20673.9pp | 5142.93%-5128.0pp | 318.53%-303.6pp |
| Employer contribution / active EE | $6,184 | $1,913+223.2% | $3,324+86.1% | $2,565+141.1% |
| Participant deferral / active EE | $6,031 | $2,969+103.2% | $4,614+30.7% | $3,952+52.6% |
| Admin fee / account holder | $8,260 | $5,282+56.4% | $7,493+10.2% | $6,260+32.0% |