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 6-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 | $84,538 | $83,902+0.8% | $167,512-49.5% | $84,808-0.3% |
| Participation rate | 86.4% | 66.5%+19.9pp | 77.1%+9.3pp | 68.3%+18.1pp |
| Annual return | 20.11% | 91.55%-71.4pp | 1615.79%-1595.7pp | 40.90%-20.8pp |
| Employer contribution / active EE | $4,447 | $2,264+96.4% | $3,882+14.6% | $2,631+69.0% |
| Participant deferral / active EE | $14,324 | $4,442+222.4% | $6,405+123.6% | $4,212+240.1% |
| Admin fee / account holder | $6,612 | $7,915-16.5% | $9,769-32.3% | $7,344-10.0% |