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 | $37,953 | $57,281-33.7% | $86,612-56.2% | $75,163-49.5% |
| Participation rate | 73.0% | 63.2%+9.8pp | 71.7%+1.3pp | 67.2%+5.8pp |
| Annual return | 18.03% | 2670.75%-2652.7pp | 591.07%-573.0pp | 160.62%-142.6pp |
| Employer contribution / active EE | $2,565 | $2,314+10.8% | $3,022-15.1% | $2,670-3.9% |
| Participant deferral / active EE | $2,619 | $3,318-21.1% | $4,438-41.0% | $4,125-36.5% |
| Admin fee / account holder | $6,498 | $4,112+58.0% | $5,614+15.7% | $5,651+15.0% |