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 3-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 | $85,601 | $83,902+2.0% | $167,512-48.9% | $84,808+0.9% |
| Participation rate | 87.2% | 66.5%+20.7pp | 77.1%+10.2pp | 68.3%+18.9pp |
| Annual return | 14.43% | 91.55%-77.1pp | 1615.79%-1601.4pp | 40.90%-26.5pp |
| Employer contribution / active EE | $2,650 | $2,264+17.1% | $3,882-31.7% | $2,631+0.7% |
| Participant deferral / active EE | $4,818 | $4,442+8.4% | $6,405-24.8% | $4,212+14.4% |
| Admin fee / account holder | $3,708 | $7,915-53.2% | $9,769-62.0% | $7,344-49.5% |