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 | $101,033 | $83,902+20.4% | $167,512-39.7% | $84,808+19.1% |
| Participation rate | 77.4% | 66.5%+11.0pp | 77.1%+0.4pp | 68.3%+9.1pp |
| Annual return | 13.88% | 91.55%-77.7pp | 1615.79%-1601.9pp | 40.90%-27.0pp |
| Employer contribution / active EE | $2,801 | $2,264+23.7% | $3,882-27.8% | $2,631+6.5% |
| Participant deferral / active EE | $5,793 | $4,442+30.4% | $6,405-9.6% | $4,212+37.5% |
| Admin fee / account holder | $36,518 | $7,915+361.4% | $9,769+273.8% | $7,344+397.3% |