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 | $36,287 | $84,696-57.2% | $75,696-52.1% | $167,490-78.3% |
| Participation rate | 84.2% | 77.8%+6.4pp | 74.8%+9.4pp | 82.1%+2.1pp |
| Annual return | 20.39% | 199.36%-179.0pp | 104.53%-84.1pp | 478.56%-458.2pp |
| Employer contribution / active EE | $3,438 | $3,230+6.5% | $2,743+25.4% | $4,837-28.9% |
| Participant deferral / active EE | $5,096 | $4,580+11.3% | $3,821+33.4% | $6,341-19.6% |
| Admin fee / account holder | $19,506 | $5,355+264.3% | $3,619+439.0% | $12,309+58.5% |