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 | $14,258 | $76,000-81.2% | $154,107-90.7% | $64,186-77.8% |
| Participation rate | 91.5% | 70.4%+21.1pp | 83.0%+8.5pp | 69.6%+22.0pp |
| Annual return | 0.26% | 30.32%-30.1pp | 735.12%-734.9pp | 7.63%-7.4pp |
| Employer contribution / active EE | $2,034 | $3,351-39.3% | $5,298-61.6% | $2,381-14.6% |
| Participant deferral / active EE | $988 | $3,175-68.9% | $5,081-80.5% | $3,470-71.5% |
| Admin fee / account holder | $4,509 | $5,596-19.4% | $13,411-66.4% | $4,888-7.8% |