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 5-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 | $77,547 | $83,902-7.6% | $167,512-53.7% | $84,808-8.6% |
| Participation rate | 94.6% | 66.5%+28.1pp | 77.1%+17.5pp | 68.3%+26.3pp |
| Annual return | 19.98% | 91.55%-71.6pp | 1615.79%-1595.8pp | 40.90%-20.9pp |
| Employer contribution / active EE | $8,237 | $2,264+263.9% | $3,882+112.2% | $2,631+213.1% |
| Participant deferral / active EE | $12,195 | $4,442+174.5% | $6,405+90.4% | $4,212+189.5% |
| Admin fee / account holder | $5,109 | $7,915-35.5% | $9,769-47.7% | $7,344-30.4% |