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 5-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 | $183,620 | $108,919+68.6% | $100,391+82.9% | $145,922+25.8% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 244.08% | 57.88%+186.2pp | 49.20%+194.9pp | 561.29%-317.2pp |
| Employer contribution / active EE | $19,509 | $4,419+341.5% | $3,942+394.9% | $4,660+318.7% |
| Participant deferral / active EE | $12,476 | $8,445+47.7% | $8,082+54.4% | $6,688+86.6% |
| Admin fee / account holder | $3,834 | $9,689-60.4% | $7,899-51.5% | $13,397-71.4% |