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 | $159,223 | $83,902+89.8% | $167,512-4.9% | $84,808+87.7% |
| Participation rate | 80.0% | 66.5%+13.5pp | 77.1%+2.9pp | 68.3%+11.7pp |
| Annual return | 14.35% | 91.55%-77.2pp | 1615.79%-1601.4pp | 40.90%-26.6pp |
| Employer contribution / active EE | $1,098 | $2,264-51.5% | $3,882-71.7% | $2,631-58.3% |
| Participant deferral / active EE | $4,049 | $4,442-8.9% | $6,405-36.8% | $4,212-3.9% |
| Admin fee / account holder | $7,051 | $7,915-10.9% | $9,769-27.8% | $7,344-4.0% |