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 | $34,699 | $57,281-39.4% | $86,612-59.9% | $75,163-53.8% |
| Participation rate | 75.9% | 63.2%+12.7pp | 71.7%+4.2pp | 67.2%+8.7pp |
| Annual return | 19.74% | 2670.75%-2651.0pp | 591.07%-571.3pp | 160.62%-140.9pp |
| Employer contribution / active EE | $3,339 | $2,314+44.3% | $3,022+10.5% | $2,670+25.1% |
| Participant deferral / active EE | $2,526 | $3,318-23.9% | $4,438-43.1% | $4,125-38.8% |
| Admin fee / account holder | $2,933 | $4,112-28.7% | $5,614-47.8% | $5,651-48.1% |