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 | $17,589 | $99,877-82.4% | $84,966-79.3% | $145,922-87.9% |
| Participation rate | 81.8% | 74.1%+7.7pp | 67.5%+14.3pp | 80.3%+1.5pp |
| Annual return | 9.32% | 83.76%-74.4pp | 66.38%-57.1pp | 561.29%-552.0pp |
| Employer contribution / active EE | $983 | $3,231-69.6% | $2,727-64.0% | $4,660-78.9% |
| Participant deferral / active EE | $2,574 | $5,291-51.4% | $4,519-43.0% | $6,688-61.5% |
| Admin fee / account holder | $1,041 | $7,248-85.6% | $6,149-83.1% | $13,397-92.2% |