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 6-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 | $201,117 | $88,751+126.6% | $81,812+145.8% | $145,922+37.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 20.61% | 1025.40%-1004.8pp | 773.79%-753.2pp | 561.29%-540.7pp |
| Employer contribution / active EE | $4,507 | $3,083+46.2% | $2,912+54.8% | $4,660-3.3% |
| Participant deferral / active EE | $5,395 | $4,643+16.2% | $4,319+24.9% | $6,688-19.3% |
| Admin fee / account holder | $87,688 | $8,415+942.0% | $7,386+1087.2% | $13,397+554.5% |