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 | $39,787 | $57,281-30.5% | $86,612-54.1% | $75,163-47.1% |
| Participation rate | 73.1% | 63.2%+9.9pp | 71.7%+1.4pp | 67.2%+5.9pp |
| Annual return | 17.31% | 2670.75%-2653.4pp | 591.07%-573.8pp | 160.62%-143.3pp |
| Employer contribution / active EE | $1,729 | $2,314-25.3% | $3,022-42.8% | $2,670-35.2% |
| Participant deferral / active EE | $2,490 | $3,318-24.9% | $4,438-43.9% | $4,125-39.6% |
| Admin fee / account holder | $907 | $4,112-78.0% | $5,614-83.9% | $5,651-84.0% |