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 | $34,247 | $99,020-65.4% | $86,590-60.4% | $147,584-76.8% |
| Participation rate | 80.0% | 76.3%+3.7pp | 73.5%+6.5pp | 82.8%-2.8pp |
| Annual return | 17.69% | 1312.34%-1294.6pp | 964.84%-947.1pp | 578.55%-560.9pp |
| Employer contribution / active EE | $1,170 | $3,132-62.6% | $2,839-58.8% | $4,876-76.0% |
| Participant deferral / active EE | $2,427 | $3,972-38.9% | $3,609-32.7% | $5,439-55.4% |
| Admin fee / account holder | $4,117 | $5,710-27.9% | $4,906-16.1% | $10,885-62.2% |