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 | $99,286 | $83,902+18.3% | $167,512-40.7% | $84,808+17.1% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.1%+22.9pp | 68.3%+31.7pp |
| Annual return | 14.16% | 91.55%-77.4pp | 1615.79%-1601.6pp | 40.90%-26.7pp |
| Employer contribution / active EE | $5,521 | $2,264+143.9% | $3,882+42.2% | $2,631+109.9% |
| Participant deferral / active EE | $5,230 | $4,442+17.7% | $6,405-18.3% | $4,212+24.2% |
| Admin fee / account holder | $20,571 | $7,915+159.9% | $9,769+110.6% | $7,344+180.1% |