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 | $127,465 | $83,902+51.9% | $167,512-23.9% | $84,808+50.3% |
| Participation rate | 74.2% | 66.5%+7.8pp | 77.1%-2.8pp | 68.3%+5.9pp |
| Annual return | 17.35% | 91.55%-74.2pp | 1615.79%-1598.4pp | 40.90%-23.5pp |
| Employer contribution / active EE | $4,700 | $2,264+107.6% | $3,882+21.1% | $2,631+78.6% |
| Participant deferral / active EE | $11,293 | $4,442+154.2% | $6,405+76.3% | $4,212+168.2% |
| Admin fee / account holder | $16,678 | $7,915+110.7% | $9,769+70.7% | $7,344+127.1% |