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 4-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 | $233,939 | $49,173+375.8% | $121,098+93.2% | $75,163+211.2% |
| Participation rate | 100.0% | 55.4%+44.6pp | 69.5%+30.5pp | 67.2%+32.8pp |
| Annual return | 81.94% | 55.99%+26.0pp | 985.75%-903.8pp | 160.62%-78.7pp |
| Employer contribution / active EE | $8,831 | $1,546+471.4% | $4,164+112.1% | $2,670+230.8% |
| Participant deferral / active EE | $0 | $2,628-100.0% | $4,080-100.0% | $4,125-100.0% |
| Admin fee / account holder | $4,293 | $3,942+8.9% | $5,644-23.9% | $5,651-24.0% |