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 | $39,316 | $57,281-31.4% | $86,612-54.6% | $75,163-47.7% |
| Participation rate | 98.9% | 63.2%+35.7pp | 71.7%+27.2pp | 67.2%+31.7pp |
| Annual return | 15.50% | 2670.75%-2655.2pp | 591.07%-575.6pp | 160.62%-145.1pp |
| Employer contribution / active EE | $1,560 | $2,314-32.6% | $3,022-48.4% | $2,670-41.6% |
| Participant deferral / active EE | $2,904 | $3,318-12.5% | $4,438-34.5% | $4,125-29.6% |
| Admin fee / account holder | $1,336 | $4,112-67.5% | $5,614-76.2% | $5,651-76.4% |