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 9-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 | $9,785 | $48,795-79.9% | $65,493-85.1% | $84,808-88.5% |
| Participation rate | 75.0% | 67.0%+8.0pp | 73.1%+1.9pp | 68.3%+6.7pp |
| Annual return | 15.27% | 20.20%-4.9pp | 982.45%-967.2pp | 40.90%-25.6pp |
| Employer contribution / active EE | $969 | $1,930-49.8% | $2,574-62.3% | $2,631-63.2% |
| Participant deferral / active EE | $1,693 | $2,928-42.2% | $3,961-57.3% | $4,212-59.8% |
| Admin fee / account holder | $1,493 | $3,877-61.5% | $5,028-70.3% | $7,344-79.7% |