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 | $98,284 | $65,561+49.9% | $86,188+14.0% | $75,163+30.8% |
| Participation rate | 75.8% | 60.5%+15.3pp | 69.0%+6.8pp | 67.2%+8.6pp |
| Annual return | 13.67% | 46.05%-32.4pp | 1168.45%-1154.8pp | 160.62%-147.0pp |
| Employer contribution / active EE | $2,020 | $1,553+30.1% | $2,380-15.1% | $2,670-24.4% |
| Participant deferral / active EE | $3,086 | $3,024+2.1% | $3,985-22.6% | $4,125-25.2% |
| Admin fee / account holder | $2,143 | $5,474-60.8% | $6,852-68.7% | $5,651-62.1% |