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 | $98,787 | $83,902+17.7% | $167,512-41.0% | $84,808+16.5% |
| Participation rate | 92.3% | 66.5%+25.8pp | 77.1%+15.3pp | 68.3%+24.0pp |
| Annual return | 15.81% | 91.55%-75.7pp | 1615.79%-1600.0pp | 40.90%-25.1pp |
| Employer contribution / active EE | $3,392 | $2,264+49.8% | $3,882-12.6% | $2,631+28.9% |
| Participant deferral / active EE | $8,227 | $4,442+85.2% | $6,405+28.5% | $4,212+95.4% |
| Admin fee / account holder | $978 | $7,915-87.6% | $9,769-90.0% | $7,344-86.7% |