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 | $136,131 | $83,902+62.2% | $167,512-18.7% | $84,808+60.5% |
| Participation rate | 97.3% | 66.5%+30.8pp | 77.1%+20.2pp | 68.3%+29.0pp |
| Annual return | 18.06% | 91.55%-73.5pp | 1615.79%-1597.7pp | 40.90%-22.8pp |
| Employer contribution / active EE | $9,753 | $2,264+330.8% | $3,882+151.3% | $2,631+270.7% |
| Participant deferral / active EE | $8,559 | $4,442+92.7% | $6,405+33.6% | $4,212+103.2% |
| Admin fee / account holder | $2,696 | $7,915-65.9% | $9,769-72.4% | $7,344-63.3% |