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 | $7,804 | $56,317-86.1% | $71,209-89.0% | $74,304-89.5% |
| Participation rate | 72.4% | 55.1%+17.2pp | 73.8%-1.4pp | 60.3%+12.0pp |
| Annual return | 14.95% | 42.83%-27.9pp | 282.51%-267.6pp | 29.43%-14.5pp |
| Employer contribution / active EE | $356 | $2,160-83.5% | $2,721-86.9% | $2,241-84.1% |
| Participant deferral / active EE | $751 | $2,788-73.1% | $4,175-82.0% | $3,767-80.1% |
| Admin fee / account holder | $3,253 | $2,290+42.1% | $5,349-39.2% | $2,969+9.6% |