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 7-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 | $22,210 | $57,281-61.2% | $86,612-74.4% | $75,163-70.5% |
| Participation rate | 74.6% | 63.2%+11.4pp | 71.7%+2.9pp | 67.2%+7.4pp |
| Annual return | 15.73% | 2670.75%-2655.0pp | 591.07%-575.3pp | 160.62%-144.9pp |
| Employer contribution / active EE | $1,368 | $2,314-40.9% | $3,022-54.7% | $2,670-48.7% |
| Participant deferral / active EE | $2,370 | $3,318-28.6% | $4,438-46.6% | $4,125-42.5% |
| Admin fee / account holder | $1,553 | $4,112-62.2% | $5,614-72.3% | $5,651-72.5% |