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 | $34,356 | $58,694-41.5% | $142,863-76.0% | $85,850-60.0% |
| Participation rate | 75.7% | 58.5%+17.2pp | 71.9%+3.8pp | 69.3%+6.4pp |
| Annual return | 15.42% | 27.72%-12.3pp | 5637.54%-5622.1pp | 318.53%-303.1pp |
| Employer contribution / active EE | $2,021 | $1,423+42.0% | $4,144-51.2% | $2,565-21.2% |
| Participant deferral / active EE | $2,779 | $2,607+6.6% | $3,837-27.6% | $3,952-29.7% |
| Admin fee / account holder | $9,450 | $4,239+122.9% | $6,560+44.0% | $6,260+51.0% |