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 | $124,521 | $83,902+48.4% | $167,512-25.7% | $84,808+46.8% |
| Participation rate | 89.3% | 66.5%+22.8pp | 77.1%+12.2pp | 68.3%+21.0pp |
| Annual return | 14.43% | 91.55%-77.1pp | 1615.79%-1601.4pp | 40.90%-26.5pp |
| Employer contribution / active EE | $6,880 | $2,264+203.9% | $3,882+77.2% | $2,631+161.5% |
| Participant deferral / active EE | $4,651 | $4,442+4.7% | $6,405-27.4% | $4,212+10.4% |
| Admin fee / account holder | $7,240 | $7,915-8.5% | $9,769-25.9% | $7,344-1.4% |