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 | $94,223 | $83,902+12.3% | $167,512-43.8% | $84,808+11.1% |
| Participation rate | 95.1% | 66.5%+28.7pp | 77.1%+18.1pp | 68.3%+26.8pp |
| Annual return | 20.38% | 91.55%-71.2pp | 1615.79%-1595.4pp | 40.90%-20.5pp |
| Employer contribution / active EE | $4,925 | $2,264+117.5% | $3,882+26.9% | $2,631+87.2% |
| Participant deferral / active EE | $10,873 | $4,442+144.7% | $6,405+69.8% | $4,212+158.2% |
| Admin fee / account holder | $2,621 | $7,915-66.9% | $9,769-73.2% | $7,344-64.3% |