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 | $29,518 | $57,281-48.5% | $86,612-65.9% | $75,163-60.7% |
| Participation rate | 96.8% | 63.2%+33.6pp | 71.7%+25.1pp | 67.2%+29.6pp |
| Annual return | 20.61% | 2670.75%-2650.1pp | 591.07%-570.5pp | 160.62%-140.0pp |
| Employer contribution / active EE | $2,763 | $2,314+19.4% | $3,022-8.6% | $2,670+3.5% |
| Participant deferral / active EE | $1,877 | $3,318-43.4% | $4,438-57.7% | $4,125-54.5% |
| Admin fee / account holder | $840 | $4,112-79.6% | $5,614-85.0% | $5,651-85.1% |