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 | $33,683 | $57,281-41.2% | $86,612-61.1% | $75,163-55.2% |
| Participation rate | 70.0% | 63.2%+6.8pp | 71.7%-1.7pp | 67.2%+2.8pp |
| Annual return | 26.59% | 2670.75%-2644.2pp | 591.07%-564.5pp | 160.62%-134.0pp |
| Employer contribution / active EE | $2,245 | $2,314-3.0% | $3,022-25.7% | $2,670-15.9% |
| Participant deferral / active EE | $2,763 | $3,318-16.7% | $4,438-37.7% | $4,125-33.0% |
| Admin fee / account holder | $26,149 | $4,112+535.9% | $5,614+365.8% | $5,651+362.7% |