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 | $162,909 | $83,902+94.2% | $167,512-2.7% | $84,808+92.1% |
| Participation rate | 97.6% | 66.5%+31.1pp | 77.1%+20.5pp | 68.3%+29.2pp |
| Annual return | 17.51% | 91.55%-74.0pp | 1615.79%-1598.3pp | 40.90%-23.4pp |
| Employer contribution / active EE | $3,884 | $2,264+71.5% | $3,882+0.1% | $2,631+47.6% |
| Participant deferral / active EE | $7,661 | $4,442+72.4% | $6,405+19.6% | $4,212+81.9% |
| Admin fee / account holder | $4,683 | $7,915-40.8% | $9,769-52.1% | $7,344-36.2% |