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 | $152,111 | $83,902+81.3% | $167,512-9.2% | $84,808+79.4% |
| Participation rate | 81.1% | 66.5%+14.7pp | 77.1%+4.1pp | 68.3%+12.8pp |
| Annual return | 16.33% | 91.55%-75.2pp | 1615.79%-1599.5pp | 40.90%-24.6pp |
| Employer contribution / active EE | $3,811 | $2,264+68.3% | $3,882-1.8% | $2,631+44.8% |
| Participant deferral / active EE | $10,180 | $4,442+129.1% | $6,405+58.9% | $4,212+141.7% |
| Admin fee / account holder | $2,326 | $7,915-70.6% | $9,769-76.2% | $7,344-68.3% |