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 3-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 | $140,286 | $83,902+67.2% | $167,512-16.3% | $84,808+65.4% |
| Participation rate | 95.0% | 66.5%+28.5pp | 77.1%+17.9pp | 68.3%+26.7pp |
| Annual return | 18.02% | 91.55%-73.5pp | 1615.79%-1597.8pp | 40.90%-22.9pp |
| Employer contribution / active EE | $2,791 | $2,264+23.3% | $3,882-28.1% | $2,631+6.1% |
| Participant deferral / active EE | $6,880 | $4,442+54.9% | $6,405+7.4% | $4,212+63.4% |
| Admin fee / account holder | $3,931 | $7,915-50.3% | $9,769-59.8% | $7,344-46.5% |