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 | $39,983 | $57,281-30.2% | $86,612-53.8% | $75,163-46.8% |
| Participation rate | 85.7% | 63.2%+22.5pp | 71.7%+14.0pp | 67.2%+18.5pp |
| Annual return | 17.67% | 2670.75%-2653.1pp | 591.07%-573.4pp | 160.62%-143.0pp |
| Employer contribution / active EE | $2,164 | $2,314-6.5% | $3,022-28.4% | $2,670-19.0% |
| Participant deferral / active EE | $1,218 | $3,318-63.3% | $4,438-72.6% | $4,125-70.5% |
| Admin fee / account holder | $8,127 | $4,112+97.7% | $5,614+44.8% | $5,651+43.8% |