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 | $122,057 | $83,902+45.5% | $167,512-27.1% | $84,808+43.9% |
| Participation rate | 84.3% | 66.5%+17.8pp | 77.1%+7.2pp | 68.3%+16.0pp |
| Annual return | 17.56% | 91.55%-74.0pp | 1615.79%-1598.2pp | 40.90%-23.3pp |
| Employer contribution / active EE | $5,962 | $2,264+163.3% | $3,882+53.6% | $2,631+126.6% |
| Participant deferral / active EE | $9,207 | $4,442+107.2% | $6,405+43.7% | $4,212+118.6% |
| Admin fee / account holder | $1,811 | $7,915-77.1% | $9,769-81.5% | $7,344-75.3% |