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 | $87,534 | $83,902+4.3% | $167,512-47.7% | $84,808+3.2% |
| Participation rate | 84.5% | 66.5%+18.1pp | 77.1%+7.5pp | 68.3%+16.2pp |
| Annual return | 15.08% | 91.55%-76.5pp | 1615.79%-1600.7pp | 40.90%-25.8pp |
| Employer contribution / active EE | $4,621 | $2,264+104.1% | $3,882+19.0% | $2,631+75.6% |
| Participant deferral / active EE | $7,920 | $4,442+78.3% | $6,405+23.7% | $4,212+88.0% |
| Admin fee / account holder | $5,567 | $7,915-29.7% | $9,769-43.0% | $7,344-24.2% |