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 10-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 | $97,285 | $83,902+16.0% | $167,512-41.9% | $84,808+14.7% |
| Participation rate | 97.8% | 66.5%+31.4pp | 77.1%+20.8pp | 68.3%+29.5pp |
| Annual return | 16.31% | 91.55%-75.2pp | 1615.79%-1599.5pp | 40.90%-24.6pp |
| Employer contribution / active EE | $2,009 | $2,264-11.3% | $3,882-48.2% | $2,631-23.6% |
| Participant deferral / active EE | $6,299 | $4,442+41.8% | $6,405-1.6% | $4,212+49.6% |
| Admin fee / account holder | $6,468 | $7,915-18.3% | $9,769-33.8% | $7,344-11.9% |