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 4-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 | $111,195 | $83,902+32.5% | $167,512-33.6% | $84,808+31.1% |
| Participation rate | 96.4% | 66.5%+30.0pp | 77.1%+19.4pp | 68.3%+28.1pp |
| Annual return | 16.73% | 91.55%-74.8pp | 1615.79%-1599.1pp | 40.90%-24.2pp |
| Employer contribution / active EE | $9,663 | $2,264+326.9% | $3,882+149.0% | $2,631+267.3% |
| Participant deferral / active EE | $11,686 | $4,442+163.0% | $6,405+82.5% | $4,212+177.5% |
| Admin fee / account holder | $14,046 | $7,915+77.5% | $9,769+43.8% | $7,344+91.3% |