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 | $106,442 | $39,798+167.5% | $67,711+57.2% | $59,632+78.5% |
| Participation rate | 70.4% | 57.4%+13.1pp | 67.5%+2.9pp | 68.7%+1.8pp |
| Annual return | 0.21% | 89.94%-89.7pp | 25.41%-25.2pp | 2041.28%-2041.1pp |
| Employer contribution / active EE | $3,442 | $1,393+147.1% | $2,559+34.5% | $2,203+56.3% |
| Participant deferral / active EE | $5,182 | $2,335+121.9% | $3,585+44.5% | $3,192+62.3% |
| Admin fee / account holder | $10,001 | $3,212+211.4% | $4,255+135.0% | $4,297+132.7% |