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 | $84,516 | $83,902+0.7% | $167,512-49.5% | $84,808-0.3% |
| Participation rate | 84.0% | 66.5%+17.5pp | 77.1%+6.9pp | 68.3%+15.7pp |
| Annual return | 17.61% | 91.55%-73.9pp | 1615.79%-1598.2pp | 40.90%-23.3pp |
| Employer contribution / active EE | $3,353 | $2,264+48.1% | $3,882-13.6% | $2,631+27.4% |
| Participant deferral / active EE | $6,294 | $4,442+41.7% | $6,405-1.7% | $4,212+49.4% |
| Admin fee / account holder | $2,122 | $7,915-73.2% | $9,769-78.3% | $7,344-71.1% |