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 | $103,012 | $52,519+96.1% | $155,790-33.9% | $59,632+72.7% |
| Participation rate | 98.6% | 61.7%+36.9pp | 76.1%+22.6pp | 68.7%+30.0pp |
| Annual return | 0.58% | 53.51%-52.9pp | 71.54%-71.0pp | 2041.28%-2040.7pp |
| Employer contribution / active EE | $4,284 | $1,589+169.6% | $3,836+11.7% | $2,203+94.5% |
| Participant deferral / active EE | $5,660 | $3,084+83.5% | $4,797+18.0% | $3,192+77.3% |
| Admin fee / account holder | $1,453 | $3,540-58.9% | $7,478-80.6% | $4,297-66.2% |