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 9-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 | $33,453 | $57,281-41.6% | $86,612-61.4% | $75,163-55.5% |
| Participation rate | 73.2% | 63.2%+10.0pp | 71.7%+1.5pp | 67.2%+6.0pp |
| Annual return | 15.03% | 2670.75%-2655.7pp | 591.07%-576.0pp | 160.62%-145.6pp |
| Employer contribution / active EE | $801 | $2,314-65.4% | $3,022-73.5% | $2,670-70.0% |
| Participant deferral / active EE | $4,025 | $3,318+21.3% | $4,438-9.3% | $4,125-2.4% |
| Admin fee / account holder | $1,053 | $4,112-74.4% | $5,614-81.2% | $5,651-81.4% |