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 | $130,020 | $228,332-43.1% | $185,823-30.0% | $158,922-18.2% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 402.20% | 40.80%+361.4pp | 35.95%+366.3pp | 302.83%+99.4pp |
| Employer contribution / active EE | $28,750 | $4,967+478.9% | $4,087+603.4% | $4,761+503.8% |
| Participant deferral / active EE | $11,375 | $6,415+77.3% | $5,632+102.0% | $5,982+90.1% |
| Admin fee / account holder | $643 | $11,864-94.6% | $9,500-93.2% | $11,246-94.3% |