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 | $98,043 | $83,902+16.9% | $167,512-41.5% | $84,808+15.6% |
| Participation rate | 92.2% | 66.5%+25.7pp | 77.1%+15.2pp | 68.3%+23.9pp |
| Annual return | 16.65% | 91.55%-74.9pp | 1615.79%-1599.1pp | 40.90%-24.2pp |
| Employer contribution / active EE | $1,294 | $2,264-42.9% | $3,882-66.7% | $2,631-50.8% |
| Participant deferral / active EE | $4,298 | $4,442-3.3% | $6,405-32.9% | $4,212+2.1% |
| Admin fee / account holder | $8,319 | $7,915+5.1% | $9,769-14.8% | $7,344+13.3% |