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 9-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 | $139,211 | $83,902+65.9% | $167,512-16.9% | $84,808+64.1% |
| Participation rate | 96.2% | 66.5%+29.7pp | 77.1%+19.1pp | 68.3%+27.8pp |
| Annual return | 16.36% | 91.55%-75.2pp | 1615.79%-1599.4pp | 40.90%-24.5pp |
| Employer contribution / active EE | $8,179 | $2,264+261.3% | $3,882+110.7% | $2,631+210.9% |
| Participant deferral / active EE | $13,896 | $4,442+212.8% | $6,405+117.0% | $4,212+229.9% |
| Admin fee / account holder | $12,098 | $7,915+52.8% | $9,769+23.8% | $7,344+64.7% |