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 | $27,666 | $57,281-51.7% | $86,612-68.1% | $75,163-63.2% |
| Participation rate | 84.6% | 63.2%+21.4pp | 71.7%+12.9pp | 67.2%+17.4pp |
| Annual return | 15.59% | 2670.75%-2655.2pp | 591.07%-575.5pp | 160.62%-145.0pp |
| Employer contribution / active EE | $1,484 | $2,314-35.9% | $3,022-50.9% | $2,670-44.4% |
| Participant deferral / active EE | $2,185 | $3,318-34.1% | $4,438-50.8% | $4,125-47.0% |
| Admin fee / account holder | $1,092 | $4,112-73.4% | $5,614-80.5% | $5,651-80.7% |