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 | $166,098 | $83,902+98.0% | $167,512-0.8% | $84,808+95.9% |
| Participation rate | 96.8% | 66.5%+30.3pp | 77.1%+19.7pp | 68.3%+28.5pp |
| Annual return | 17.21% | 91.55%-74.3pp | 1615.79%-1598.6pp | 40.90%-23.7pp |
| Employer contribution / active EE | $4,686 | $2,264+107.0% | $3,882+20.7% | $2,631+78.1% |
| Participant deferral / active EE | $14,095 | $4,442+217.3% | $6,405+120.1% | $4,212+234.7% |
| Admin fee / account holder | $14,028 | $7,915+77.2% | $9,769+43.6% | $7,344+91.0% |