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 | $13,365 | $97,744-86.3% | $103,476-87.1% | $145,922-90.8% |
| Participation rate | 92.3% | 81.1%+11.2pp | 80.5%+11.8pp | 80.3%+12.0pp |
| Annual return | 12.73% | 25.41%-12.7pp | 23.90%-11.2pp | 561.29%-548.6pp |
| Employer contribution / active EE | $1,797 | $4,677-61.6% | $4,672-61.5% | $4,660-61.4% |
| Participant deferral / active EE | $3,150 | $6,603-52.3% | $6,623-52.4% | $6,688-52.9% |
| Admin fee / account holder | $2,030 | $12,515-83.8% | $9,413-78.4% | $13,397-84.8% |