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 | $97,397 | $83,902+16.1% | $167,512-41.9% | $84,808+14.8% |
| Participation rate | 98.9% | 66.5%+32.4pp | 77.1%+21.8pp | 68.3%+30.6pp |
| Annual return | 14.10% | 91.55%-77.5pp | 1615.79%-1601.7pp | 40.90%-26.8pp |
| Employer contribution / active EE | $5,387 | $2,264+138.0% | $3,882+38.8% | $2,631+104.7% |
| Participant deferral / active EE | $6,526 | $4,442+46.9% | $6,405+1.9% | $4,212+54.9% |
| Admin fee / account holder | $12,680 | $7,915+60.2% | $9,769+29.8% | $7,344+72.7% |