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 | $150,196 | $69,518+116.1% | $59,878+150.8% | $135,375+10.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | 1027.54% | 7.94%+1019.6pp | 3.46%+1024.1pp | 519.73%+507.8pp |
| Employer contribution / active EE | $2,044 | $3,235-36.8% | $2,722-24.9% | $4,779-57.2% |
| Participant deferral / active EE | $15,300 | $4,206+263.8% | $3,402+349.7% | $5,609+172.8% |
| Admin fee / account holder | $1,100 | $5,734-80.8% | $3,590-69.4% | $10,827-89.8% |