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 5-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 | $27,595 | $88,751-68.9% | $81,812-66.3% | $145,922-81.1% |
| Participation rate | 77.8% | 75.0%+2.7pp | 72.3%+5.4pp | 80.3%-2.5pp |
| Annual return | 15.11% | 1025.40%-1010.3pp | 773.79%-758.7pp | 561.29%-546.2pp |
| Employer contribution / active EE | $1,552 | $3,083-49.7% | $2,912-46.7% | $4,660-66.7% |
| Participant deferral / active EE | $6,479 | $4,643+39.5% | $4,319+50.0% | $6,688-3.1% |
| Admin fee / account holder | $3,754 | $8,415-55.4% | $7,386-49.2% | $13,397-72.0% |