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 | $11,139 | $99,877-88.8% | $84,966-86.9% | $145,922-92.4% |
| Participation rate | 93.3% | 74.1%+19.2pp | 67.5%+25.8pp | 80.3%+13.1pp |
| Annual return | 11.37% | 83.76%-72.4pp | 66.38%-55.0pp | 561.29%-549.9pp |
| Employer contribution / active EE | $1,614 | $3,231-50.1% | $2,727-40.8% | $4,660-65.4% |
| Participant deferral / active EE | $2,321 | $5,291-56.1% | $4,519-48.6% | $6,688-65.3% |
| Admin fee / account holder | $905 | $7,248-87.5% | $6,149-85.3% | $13,397-93.2% |