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 | $38,525 | $171,865-77.6% | $149,718-74.3% | $147,584-73.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 11.74% | 2113.22%-2101.5pp | 1501.63%-1489.9pp | 578.55%-566.8pp |
| Employer contribution / active EE | $5,609 | $6,275-10.6% | $5,445+3.0% | $4,876+15.0% |
| Participant deferral / active EE | $13,122 | $7,271+80.5% | $6,569+99.8% | $5,439+141.3% |
| Admin fee / account holder | $866 | $13,799-93.7% | $11,283-92.3% | $10,885-92.0% |