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 4-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 | $11,541 | $54,705-78.9% | $71,209-83.8% | $84,808-86.4% |
| Participation rate | 72.3% | 64.1%+8.3pp | 73.8%-1.4pp | 68.3%+4.0pp |
| Annual return | 21.86% | 35.90%-14.0pp | 282.51%-260.6pp | 40.90%-19.0pp |
| Employer contribution / active EE | $831 | $2,158-61.5% | $2,721-69.4% | $2,631-68.4% |
| Participant deferral / active EE | $2,250 | $3,030-25.8% | $4,175-46.1% | $4,212-46.6% |
| Admin fee / account holder | $578 | $4,863-88.1% | $5,349-89.2% | $7,344-92.1% |