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 3-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 | $240,092 | $104,974+128.7% | $95,585+151.2% | $142,382+68.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 598.19% | 210.33%+387.9pp | 38.56%+559.6pp | 217.08%+381.1pp |
| Employer contribution / active EE | $3,998 | $2,779+43.9% | $2,527+58.2% | $4,299-7.0% |
| Participant deferral / active EE | $17,555 | $4,352+303.4% | $4,023+336.4% | $6,507+169.8% |
| Admin fee / account holder | $4,241 | $6,386-33.6% | $6,127-30.8% | $12,624-66.4% |