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 9-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 | $84,672 | $83,902+0.9% | $167,512-49.5% | $84,808-0.2% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.1%+22.9pp | 68.3%+31.7pp |
| Annual return | 18.97% | 91.55%-72.6pp | 1615.79%-1596.8pp | 40.90%-21.9pp |
| Employer contribution / active EE | $1,427 | $2,264-37.0% | $3,882-63.2% | $2,631-45.8% |
| Participant deferral / active EE | $1,745 | $4,442-60.7% | $6,405-72.7% | $4,212-58.6% |
| Admin fee / account holder | $1,651 | $7,915-79.1% | $9,769-83.1% | $7,344-77.5% |