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 | $12,594 | $58,208-78.4% | $81,812-84.6% | $80,856-84.4% |
| Participation rate | 94.4% | 63.4%+31.0pp | 72.3%+22.1pp | 67.6%+26.8pp |
| Annual return | 12.28% | 41.66%-29.4pp | 773.79%-761.5pp | 35.59%-23.3pp |
| Employer contribution / active EE | $391 | $2,340-83.3% | $2,912-86.6% | $2,755-85.8% |
| Participant deferral / active EE | $1,892 | $3,281-42.3% | $4,319-56.2% | $4,296-56.0% |
| Admin fee / account holder | $1,172 | $4,981-76.5% | $7,386-84.1% | $6,918-83.1% |