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 9-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 | $218,378 | $124,185+75.8% | $108,410+101.4% | $167,490+30.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 15.79% | 1379.64%-1363.8pp | 905.27%-889.5pp | 478.56%-462.8pp |
| Employer contribution / active EE | $14,485 | $4,187+246.0% | $3,558+307.1% | $4,837+199.4% |
| Participant deferral / active EE | $6,500 | $6,908-5.9% | $6,563-1.0% | $6,341+2.5% |
| Admin fee / account holder | $880 | $9,455-90.7% | $7,295-87.9% | $12,309-92.9% |