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 | $83,718 | $60,124+39.2% | $90,404-7.4% | $79,858+4.8% |
| Participation rate | 83.9% | 65.0%+18.9pp | 72.7%+11.2pp | 69.6%+14.2pp |
| Annual return | 14.88% | 71.94%-57.1pp | 1293.02%-1278.1pp | 31.71%-16.8pp |
| Employer contribution / active EE | $2,081 | $2,068+0.7% | $3,262-36.2% | $2,471-15.8% |
| Participant deferral / active EE | $5,790 | $2,938+97.1% | $3,963+46.1% | $3,740+54.8% |
| Admin fee / account holder | $28,062 | $3,976+605.7% | $5,611+400.1% | $5,306+428.8% |