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 | $80,354 | $55,415+45.0% | $155,509-48.3% | $74,495+7.9% |
| Participation rate | 79.4% | 61.9%+17.5pp | 78.2%+1.3pp | 67.2%+12.2pp |
| Annual return | 12.72% | 268.50%-255.8pp | 64.67%-52.0pp | 1364.94%-1352.2pp |
| Employer contribution / active EE | $2,154 | $2,267-5.0% | $4,672-53.9% | $2,623-17.9% |
| Participant deferral / active EE | $7,009 | $2,836+147.2% | $5,626+24.6% | $4,346+61.3% |
| Admin fee / account holder | $4,856 | $1,738+179.3% | $15,912-69.5% | $1,942+150.1% |