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 | $121,730 | $83,902+45.1% | $167,512-27.3% | $84,808+43.5% |
| Participation rate | 75.0% | 66.5%+8.5pp | 77.1%-2.1pp | 68.3%+6.7pp |
| Annual return | 14.49% | 91.55%-77.1pp | 1615.79%-1601.3pp | 40.90%-26.4pp |
| Employer contribution / active EE | $6,833 | $2,264+201.8% | $3,882+76.0% | $2,631+159.7% |
| Participant deferral / active EE | $3,758 | $4,442-15.4% | $6,405-41.3% | $4,212-10.8% |
| Admin fee / account holder | $8,420 | $7,915+6.4% | $9,769-13.8% | $7,344+14.7% |