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 | $36,101 | $57,281-37.0% | $86,612-58.3% | $75,163-52.0% |
| Participation rate | 83.9% | 63.2%+20.7pp | 71.7%+12.2pp | 67.2%+16.7pp |
| Annual return | 17.47% | 2670.75%-2653.3pp | 591.07%-573.6pp | 160.62%-143.2pp |
| Employer contribution / active EE | $439 | $2,314-81.0% | $3,022-85.5% | $2,670-83.5% |
| Participant deferral / active EE | $6,687 | $3,318+101.6% | $4,438+50.7% | $4,125+62.1% |
| Admin fee / account holder | $1,582 | $4,112-61.5% | $5,614-71.8% | $5,651-72.0% |