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 | $104,504 | $83,902+24.6% | $167,512-37.6% | $84,808+23.2% |
| Participation rate | 96.5% | 66.5%+30.0pp | 77.1%+19.4pp | 68.3%+28.2pp |
| Annual return | 20.54% | 91.55%-71.0pp | 1615.79%-1595.3pp | 40.90%-20.4pp |
| Employer contribution / active EE | $3,078 | $2,264+36.0% | $3,882-20.7% | $2,631+17.0% |
| Participant deferral / active EE | $8,173 | $4,442+84.0% | $6,405+27.6% | $4,212+94.1% |
| Admin fee / account holder | $5,683 | $7,915-28.2% | $9,769-41.8% | $7,344-22.6% |