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 | $41,095 | $171,865-76.1% | $149,718-72.6% | $147,584-72.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 25.47% | 2113.22%-2087.7pp | 1501.63%-1476.2pp | 578.55%-553.1pp |
| Employer contribution / active EE | $2,031 | $6,275-67.6% | $5,445-62.7% | $4,876-58.3% |
| Participant deferral / active EE | $7,506 | $7,271+3.2% | $6,569+14.3% | $5,439+38.0% |
| Admin fee / account holder | $775 | $13,799-94.4% | $11,283-93.1% | $10,885-92.9% |