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 | $205,130 | $102,604+99.9% | $86,188+138.0% | $139,434+47.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 25.14% | 1922.51%-1897.4pp | 1168.45%-1143.3pp | 372.94%-347.8pp |
| Employer contribution / active EE | $7,240 | $3,032+138.8% | $2,380+204.2% | $4,751+52.4% |
| Participant deferral / active EE | $35,240 | $4,676+653.7% | $3,985+784.2% | $6,710+425.2% |
| Admin fee / account holder | $1,035 | $8,657-88.0% | $6,852-84.9% | $11,403-90.9% |