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 | $94,195 | $83,902+12.3% | $167,512-43.8% | $84,808+11.1% |
| Participation rate | 74.3% | 66.5%+7.9pp | 77.1%-2.7pp | 68.3%+6.0pp |
| Annual return | 14.27% | 91.55%-77.3pp | 1615.79%-1601.5pp | 40.90%-26.6pp |
| Employer contribution / active EE | $1,887 | $2,264-16.7% | $3,882-51.4% | $2,631-28.3% |
| Participant deferral / active EE | $5,232 | $4,442+17.8% | $6,405-18.3% | $4,212+24.2% |
| Admin fee / account holder | $14,281 | $7,915+80.4% | $9,769+46.2% | $7,344+94.5% |