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 | $37,146 | $57,281-35.2% | $86,612-57.1% | $75,163-50.6% |
| Participation rate | 76.5% | 63.2%+13.3pp | 71.7%+4.8pp | 67.2%+9.3pp |
| Annual return | 15.22% | 2670.75%-2655.5pp | 591.07%-575.9pp | 160.62%-145.4pp |
| Employer contribution / active EE | $2,157 | $2,314-6.8% | $3,022-28.6% | $2,670-19.2% |
| Participant deferral / active EE | $3,772 | $3,318+13.7% | $4,438-15.0% | $4,125-8.6% |
| Admin fee / account holder | $6,671 | $4,112+62.2% | $5,614+18.8% | $5,651+18.1% |