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 8-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 | $110,270 | $83,902+31.4% | $167,512-34.2% | $84,808+30.0% |
| Participation rate | 82.0% | 66.5%+15.5pp | 77.1%+4.9pp | 68.3%+13.7pp |
| Annual return | 15.59% | 91.55%-76.0pp | 1615.79%-1600.2pp | 40.90%-25.3pp |
| Employer contribution / active EE | $5,132 | $2,264+126.7% | $3,882+32.2% | $2,631+95.0% |
| Participant deferral / active EE | $10,178 | $4,442+129.1% | $6,405+58.9% | $4,212+141.7% |
| Admin fee / account holder | $2,640 | $7,915-66.6% | $9,769-73.0% | $7,344-64.1% |