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 | $102,795 | $171,865-40.2% | $149,718-31.3% | $147,584-30.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 24.59% | 2113.22%-2088.6pp | 1501.63%-1477.0pp | 578.55%-554.0pp |
| Employer contribution / active EE | $11,545 | $6,275+84.0% | $5,445+112.0% | $4,876+136.8% |
| Participant deferral / active EE | $12,710 | $7,271+74.8% | $6,569+93.5% | $5,439+133.7% |
| Admin fee / account holder | $1,896 | $13,799-86.3% | $11,283-83.2% | $10,885-82.6% |