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 | $118,231 | $83,902+40.9% | $167,512-29.4% | $84,808+39.4% |
| Participation rate | 80.8% | 66.5%+14.3pp | 77.1%+3.7pp | 68.3%+12.5pp |
| Annual return | 13.74% | 91.55%-77.8pp | 1615.79%-1602.1pp | 40.90%-27.2pp |
| Employer contribution / active EE | $1,657 | $2,264-26.8% | $3,882-57.3% | $2,631-37.0% |
| Participant deferral / active EE | $5,381 | $4,442+21.1% | $6,405-16.0% | $4,212+27.8% |
| Admin fee / account holder | $29,692 | $7,915+275.1% | $9,769+203.9% | $7,344+304.3% |