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 | $153,785 | $83,902+83.3% | $167,512-8.2% | $84,808+81.3% |
| Participation rate | 80.6% | 66.5%+14.1pp | 77.1%+3.5pp | 68.3%+12.2pp |
| Annual return | 14.69% | 91.55%-76.9pp | 1615.79%-1601.1pp | 40.90%-26.2pp |
| Employer contribution / active EE | $2,638 | $2,264+16.5% | $3,882-32.0% | $2,631+0.2% |
| Participant deferral / active EE | $10,911 | $4,442+145.6% | $6,405+70.4% | $4,212+159.1% |
| Admin fee / account holder | $816 | $7,915-89.7% | $9,769-91.6% | $7,344-88.9% |