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 | $154,417 | $93,571+65.0% | $135,903+13.6% | $75,163+105.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 1401.85% | 30.90%+1370.9pp | 68.23%+1333.6pp | 160.62%+1241.2pp |
| Employer contribution / active EE | $13,271 | $3,537+275.3% | $4,856+173.3% | $2,670+397.1% |
| Participant deferral / active EE | $0 | $6,404-100.0% | $7,758-100.0% | $4,125-100.0% |
| Admin fee / account holder | $5,269 | $6,975-24.5% | $10,762-51.0% | $5,651-6.8% |