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 3-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 | $14,027 | $64,839-78.4% | $95,585-85.3% | $84,808-83.5% |
| Participation rate | 79.3% | 63.8%+15.5pp | 72.1%+7.2pp | 68.3%+11.0pp |
| Annual return | 21.42% | -670.96%+692.4pp | 38.56%-17.1pp | 40.90%-19.5pp |
| Employer contribution / active EE | $1,651 | $1,759-6.1% | $2,527-34.7% | $2,631-37.3% |
| Participant deferral / active EE | $2,433 | $2,965-17.9% | $4,023-39.5% | $4,212-42.2% |
| Admin fee / account holder | $623 | $5,964-89.6% | $6,127-89.8% | $7,344-91.5% |