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 7-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 | $172,867 | $83,902+106.0% | $167,512+3.2% | $84,808+103.8% |
| Participation rate | 89.7% | 66.5%+23.2pp | 77.1%+12.6pp | 68.3%+21.3pp |
| Annual return | 17.87% | 91.55%-73.7pp | 1615.79%-1597.9pp | 40.90%-23.0pp |
| Employer contribution / active EE | $1,378 | $2,264-39.1% | $3,882-64.5% | $2,631-47.6% |
| Participant deferral / active EE | $16,379 | $4,442+268.7% | $6,405+155.7% | $4,212+288.9% |
| Admin fee / account holder | $29,489 | $7,915+272.6% | $9,769+201.9% | $7,344+301.6% |