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 | $105,307 | $171,865-38.7% | $149,718-29.7% | $147,584-28.6% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 22.00% | 2113.22%-2091.2pp | 1501.63%-1479.6pp | 578.55%-556.5pp |
| Employer contribution / active EE | $6,875 | $6,275+9.6% | $5,445+26.3% | $4,876+41.0% |
| Participant deferral / active EE | $11,287 | $7,271+55.2% | $6,569+71.8% | $5,439+107.5% |
| Admin fee / account holder | $846 | $13,799-93.9% | $11,283-92.5% | $10,885-92.2% |