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 | $41,389 | $60,124-31.2% | $90,404-54.2% | $79,858-48.2% |
| Participation rate | 72.5% | 65.0%+7.5pp | 72.7%-0.2pp | 69.6%+2.9pp |
| Annual return | 14.59% | 71.94%-57.4pp | 1293.02%-1278.4pp | 31.71%-17.1pp |
| Employer contribution / active EE | $2,395 | $2,068+15.8% | $3,262-26.6% | $2,471-3.1% |
| Participant deferral / active EE | $2,987 | $2,938+1.7% | $3,963-24.6% | $3,740-20.1% |
| Admin fee / account holder | $6,025 | $3,976+51.5% | $5,611+7.4% | $5,306+13.5% |