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 3-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 | $37,336 | $70,756-47.2% | $65,493-43.0% | $142,382-73.8% |
| Participation rate | 75.0% | 77.4%-2.4pp | 73.1%+1.9pp | 80.1%-5.1pp |
| Annual return | 19.12% | 1754.89%-1735.8pp | 982.45%-963.3pp | 217.08%-198.0pp |
| Employer contribution / active EE | $4,364 | $2,881+51.5% | $2,574+69.5% | $4,299+1.5% |
| Participant deferral / active EE | $13,427 | $4,637+189.5% | $3,961+239.0% | $6,507+106.3% |
| Admin fee / account holder | $10,589 | $6,559+61.4% | $5,028+110.6% | $12,624-16.1% |