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 | $113,881 | $83,902+35.7% | $167,512-32.0% | $84,808+34.3% |
| Participation rate | 98.5% | 66.5%+32.1pp | 77.1%+21.5pp | 68.3%+30.2pp |
| Annual return | 16.59% | 91.55%-75.0pp | 1615.79%-1599.2pp | 40.90%-24.3pp |
| Employer contribution / active EE | $7,513 | $2,264+231.9% | $3,882+93.6% | $2,631+185.6% |
| Participant deferral / active EE | $11,980 | $4,442+169.7% | $6,405+87.1% | $4,212+184.5% |
| Admin fee / account holder | $11,572 | $7,915+46.2% | $9,769+18.5% | $7,344+57.6% |