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 | $81,645 | $83,902-2.7% | $167,512-51.3% | $84,808-3.7% |
| Participation rate | 75.0% | 66.5%+8.5pp | 77.1%-2.1pp | 68.3%+6.7pp |
| Annual return | 16.48% | 91.55%-75.1pp | 1615.79%-1599.3pp | 40.90%-24.4pp |
| Employer contribution / active EE | $2,500 | $2,264+10.4% | $3,882-35.6% | $2,631-5.0% |
| Participant deferral / active EE | $4,691 | $4,442+5.6% | $6,405-26.8% | $4,212+11.4% |
| Admin fee / account holder | $815 | $7,915-89.7% | $9,769-91.7% | $7,344-88.9% |