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 | $30,702 | $65,409-53.1% | $98,442-68.8% | $85,850-64.2% |
| Participation rate | 80.0% | 65.0%+15.0pp | 73.3%+6.7pp | 69.3%+10.7pp |
| Annual return | 14.91% | 21.76%-6.8pp | 1492.73%-1477.8pp | 318.53%-303.6pp |
| Employer contribution / active EE | $653 | $2,168-69.9% | $2,960-77.9% | $2,565-74.6% |
| Participant deferral / active EE | $1,297 | $3,166-59.1% | $4,276-69.7% | $3,952-67.2% |
| Admin fee / account holder | $2,517 | $4,593-45.2% | $5,949-57.7% | $6,260-59.8% |