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 | $125,534 | $83,902+49.6% | $167,512-25.1% | $84,808+48.0% |
| Participation rate | 97.5% | 66.5%+31.0pp | 77.1%+20.4pp | 68.3%+29.2pp |
| Annual return | 17.25% | 91.55%-74.3pp | 1615.79%-1598.5pp | 40.90%-23.6pp |
| Employer contribution / active EE | $852 | $2,264-62.4% | $3,882-78.0% | $2,631-67.6% |
| Participant deferral / active EE | $5,559 | $4,442+25.1% | $6,405-13.2% | $4,212+32.0% |
| Admin fee / account holder | $9,836 | $7,915+24.3% | $9,769+0.7% | $7,344+33.9% |