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 10-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 | $204,203 | $88,751+130.1% | $81,812+149.6% | $145,922+39.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 13.10% | 1025.40%-1012.3pp | 773.79%-760.7pp | 561.29%-548.2pp |
| Employer contribution / active EE | $12,539 | $3,083+306.7% | $2,912+330.6% | $4,660+169.1% |
| Participant deferral / active EE | $9,985 | $4,643+115.0% | $4,319+131.2% | $6,688+49.3% |
| Admin fee / account holder | $3,994 | $8,415-52.5% | $7,386-45.9% | $13,397-70.2% |