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 8-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 | $13,335 | $60,892-78.1% | $82,389-83.8% | $84,808-84.3% |
| Participation rate | 75.5% | 63.3%+12.2pp | 69.5%+6.0pp | 68.3%+7.2pp |
| Annual return | 14.56% | 37.29%-22.7pp | 28.67%-14.1pp | 40.90%-26.3pp |
| Employer contribution / active EE | $0 | $1,779-100.0% | $2,517-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,240 | $3,179+1.9% | $4,155-22.0% | $4,212-23.1% |
| Admin fee / account holder | $2,013 | $5,467-63.2% | $7,231-72.2% | $7,344-72.6% |