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 | $203,577 | $70,756+187.7% | $65,493+210.8% | $142,382+43.0% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 16.66% | 1754.89%-1738.2pp | 982.45%-965.8pp | 217.08%-200.4pp |
| Employer contribution / active EE | $8,223 | $2,881+185.5% | $2,574+219.4% | $4,299+91.3% |
| Participant deferral / active EE | $9,573 | $4,637+106.4% | $3,961+141.7% | $6,507+47.1% |
| Admin fee / account holder | $877 | $6,559-86.6% | $5,028-82.6% | $12,624-93.1% |