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 | $79,307 | $82,630-4.0% | $64,105+23.7% | $125,391-36.8% |
| Participation rate | 82.4% | 75.9%+6.5pp | 68.2%+14.2pp | 83.2%-0.8pp |
| Annual return | 0.01% | 1489.72%-1489.7pp | 791.24%-791.2pp | 282.22%-282.2pp |
| Employer contribution / active EE | $1,709 | $2,671-36.0% | $1,820-6.1% | $4,866-64.9% |
| Participant deferral / active EE | $4,225 | $3,608+17.1% | $2,822+49.7% | $5,352-21.1% |
| Admin fee / account holder | $7,753 | $6,382+21.5% | $4,499+72.3% | $9,540-18.7% |