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 | $121,564 | $83,902+44.9% | $167,512-27.4% | $84,808+43.3% |
| Participation rate | 91.4% | 66.5%+25.0pp | 77.1%+14.4pp | 68.3%+23.1pp |
| Annual return | 16.37% | 91.55%-75.2pp | 1615.79%-1599.4pp | 40.90%-24.5pp |
| Employer contribution / active EE | $2,131 | $2,264-5.9% | $3,882-45.1% | $2,631-19.0% |
| Participant deferral / active EE | $7,365 | $4,442+65.8% | $6,405+15.0% | $4,212+74.9% |
| Admin fee / account holder | $1,462 | $7,915-81.5% | $9,769-85.0% | $7,344-80.1% |