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 | $32,074 | $102,966-68.8% | $90,281-64.5% | $152,861-79.0% |
| Participation rate | 80.0% | 75.9%+4.1pp | 73.3%+6.7pp | 82.4%-2.4pp |
| Annual return | 32.55% | 95.16%-62.6pp | 78.10%-45.6pp | 345.32%-312.8pp |
| Employer contribution / active EE | $2,028 | $3,139-35.4% | $2,854-29.0% | $4,762-57.4% |
| Participant deferral / active EE | $5,021 | $4,281+17.3% | $3,885+29.2% | $5,850-14.2% |
| Admin fee / account holder | $6,972 | $6,171+13.0% | $5,351+30.3% | $11,596-39.9% |