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 | $30,171 | $96,635-68.8% | $86,612-65.2% | $139,434-78.4% |
| Participation rate | 88.2% | 74.4%+13.8pp | 71.7%+16.5pp | 80.3%+7.9pp |
| Annual return | 14.09% | 106.41%-92.3pp | 591.07%-577.0pp | 372.94%-358.8pp |
| Employer contribution / active EE | $2,215 | $3,263-32.1% | $3,022-26.7% | $4,751-53.4% |
| Participant deferral / active EE | $4,789 | $4,836-1.0% | $4,438+7.9% | $6,710-28.6% |
| Admin fee / account holder | $5,113 | $6,408-20.2% | $5,614-8.9% | $11,403-55.2% |