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 | $27,080 | $56,199-51.8% | $67,652-60.0% | $59,632-54.6% |
| Participation rate | 76.7% | 71.5%+5.3pp | 75.7%+1.1pp | 68.7%+8.1pp |
| Annual return | 6.90% | 18505.31%-18498.4pp | 6625.04%-6618.1pp | 2041.28%-2034.4pp |
| Employer contribution / active EE | $622 | $1,614-61.4% | $2,266-72.5% | $2,203-71.7% |
| Participant deferral / active EE | $2,601 | $2,844-8.5% | $3,560-26.9% | $3,192-18.5% |
| Admin fee / account holder | $14,924 | $3,958+277.0% | $4,821+209.6% | $4,297+247.3% |