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 4-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 | $109,107 | $83,902+30.0% | $167,512-34.9% | $84,808+28.7% |
| Participation rate | 98.9% | 66.5%+32.4pp | 77.1%+21.8pp | 68.3%+30.6pp |
| Annual return | 17.14% | 91.55%-74.4pp | 1615.79%-1598.7pp | 40.90%-23.8pp |
| Employer contribution / active EE | $2,129 | $2,264-6.0% | $3,882-45.2% | $2,631-19.1% |
| Participant deferral / active EE | $6,402 | $4,442+44.1% | $6,4050% | $4,212+52.0% |
| Admin fee / account holder | $3,389 | $7,915-57.2% | $9,769-65.3% | $7,344-53.8% |