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 | $80,066 | $102,317-21.7% | $146,958-45.5% | $80,856-1.0% |
| Participation rate | 88.2% | 75.8%+12.4pp | 82.2%+6.1pp | 67.6%+20.6pp |
| Annual return | 13.83% | 134.76%-120.9pp | 418.34%-404.5pp | 35.59%-21.8pp |
| Employer contribution / active EE | $5,535 | $3,713+49.1% | $4,933+12.2% | $2,755+100.9% |
| Participant deferral / active EE | $11,652 | $6,644+75.4% | $8,070+44.4% | $4,296+171.2% |
| Admin fee / account holder | $12,530 | $7,941+57.8% | $12,998-3.6% | $6,918+81.1% |