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 | $103,583 | $83,902+23.5% | $167,512-38.2% | $84,808+22.1% |
| Participation rate | 97.7% | 66.5%+31.2pp | 77.1%+20.6pp | 68.3%+29.4pp |
| Annual return | 21.09% | 91.55%-70.5pp | 1615.79%-1594.7pp | 40.90%-19.8pp |
| Employer contribution / active EE | $9,819 | $2,264+333.7% | $3,882+153.0% | $2,631+273.2% |
| Participant deferral / active EE | $17,207 | $4,442+287.3% | $6,405+168.7% | $4,212+308.6% |
| Admin fee / account holder | $5,447 | $7,915-31.2% | $9,769-44.2% | $7,344-25.8% |