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 | $107,823 | $171,865-37.3% | $149,718-28.0% | $147,584-26.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 20.75% | 2113.22%-2092.5pp | 1501.63%-1480.9pp | 578.55%-557.8pp |
| Employer contribution / active EE | $1,630 | $6,275-74.0% | $5,445-70.1% | $4,876-66.6% |
| Participant deferral / active EE | $12,473 | $7,271+71.6% | $6,569+89.9% | $5,439+129.3% |
| Admin fee / account holder | $513 | $13,799-96.3% | $11,283-95.5% | $10,885-95.3% |