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 | $80,332 | $83,902-4.3% | $167,512-52.0% | $84,808-5.3% |
| Participation rate | 95.9% | 66.5%+29.4pp | 77.1%+18.8pp | 68.3%+27.6pp |
| Annual return | 16.22% | 91.55%-75.3pp | 1615.79%-1599.6pp | 40.90%-24.7pp |
| Employer contribution / active EE | $4,768 | $2,264+110.6% | $3,882+22.8% | $2,631+81.2% |
| Participant deferral / active EE | $9,449 | $4,442+112.7% | $6,405+47.5% | $4,212+124.4% |
| Admin fee / account holder | $7,400 | $7,915-6.5% | $9,769-24.2% | $7,344+0.8% |