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 | $102,808 | $83,902+22.5% | $167,512-38.6% | $84,808+21.2% |
| Participation rate | 81.6% | 66.5%+15.2pp | 77.1%+4.6pp | 68.3%+13.3pp |
| Annual return | 13.67% | 91.55%-77.9pp | 1615.79%-1602.1pp | 40.90%-27.2pp |
| Employer contribution / active EE | $1,074 | $2,264-52.6% | $3,882-72.3% | $2,631-59.2% |
| Participant deferral / active EE | $6,108 | $4,442+37.5% | $6,405-4.6% | $4,212+45.0% |
| Admin fee / account holder | $24,302 | $7,915+207.0% | $9,769+148.8% | $7,344+230.9% |