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 | $31,782 | $57,281-44.5% | $86,612-63.3% | $75,163-57.7% |
| Participation rate | 85.1% | 63.2%+21.9pp | 71.7%+13.4pp | 67.2%+17.9pp |
| Annual return | 13.96% | 2670.75%-2656.8pp | 591.07%-577.1pp | 160.62%-146.7pp |
| Employer contribution / active EE | $1,246 | $2,314-46.2% | $3,022-58.8% | $2,670-53.3% |
| Participant deferral / active EE | $1,810 | $3,318-45.4% | $4,438-59.2% | $4,125-56.1% |
| Admin fee / account holder | $5,670 | $4,112+37.9% | $5,614+1.0% | $5,651+0.3% |