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 | $32,974 | $58,208-43.4% | $81,812-59.7% | $80,856-59.2% |
| Participation rate | 70.6% | 63.4%+7.2pp | 72.3%-1.8pp | 67.6%+3.0pp |
| Annual return | 14.67% | 41.66%-27.0pp | 773.79%-759.1pp | 35.59%-20.9pp |
| Employer contribution / active EE | $2,683 | $2,340+14.6% | $2,912-7.9% | $2,755-2.6% |
| Participant deferral / active EE | $6,901 | $3,281+110.3% | $4,319+59.8% | $4,296+60.6% |
| Admin fee / account holder | $3,364 | $4,981-32.5% | $7,386-54.5% | $6,918-51.4% |