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 | $15,157 | $59,101-74.4% | $77,163-80.4% | $75,163-79.8% |
| Participation rate | 72.7% | 63.9%+8.9pp | 69.6%+3.2pp | 67.2%+5.5pp |
| Annual return | 20.48% | 26.71%-6.2pp | 37.87%-17.4pp | 160.62%-140.1pp |
| Employer contribution / active EE | $435 | $1,995-78.2% | $2,535-82.9% | $2,670-83.7% |
| Participant deferral / active EE | $2,166 | $2,999-27.8% | $3,833-43.5% | $4,125-47.5% |
| Admin fee / account holder | $476 | $4,774-90.0% | $5,472-91.3% | $5,651-91.6% |