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 3-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 | $11,770 | $53,516-78.0% | $126,539-90.7% | $84,808-86.1% |
| Participation rate | 87.7% | 58.2%+29.5pp | 69.8%+17.9pp | 68.3%+19.4pp |
| Annual return | 13.57% | 58.34%-44.8pp | 425.95%-412.4pp | 40.90%-27.3pp |
| Employer contribution / active EE | $910 | $1,535-40.7% | $3,674-75.2% | $2,631-65.4% |
| Participant deferral / active EE | $1,901 | $2,671-28.8% | $4,083-53.4% | $4,212-54.9% |
| Admin fee / account holder | $799 | $4,497-82.2% | $6,065-86.8% | $7,344-89.1% |