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 | $118,302 | $83,902+41.0% | $167,512-29.4% | $84,808+39.5% |
| Participation rate | 96.3% | 66.5%+29.8pp | 77.1%+19.2pp | 68.3%+28.0pp |
| Annual return | 17.15% | 91.55%-74.4pp | 1615.79%-1598.6pp | 40.90%-23.7pp |
| Employer contribution / active EE | $3,168 | $2,264+39.9% | $3,882-18.4% | $2,631+20.4% |
| Participant deferral / active EE | $8,353 | $4,442+88.0% | $6,405+30.4% | $4,212+98.3% |
| Admin fee / account holder | $11,986 | $7,915+51.4% | $9,769+22.7% | $7,344+63.2% |