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 | $18,886 | $76,000-75.1% | $154,107-87.7% | $64,186-70.6% |
| Participation rate | 96.6% | 70.4%+26.1pp | 83.0%+13.5pp | 69.6%+27.0pp |
| Annual return | 3.22% | 30.32%-27.1pp | 735.12%-731.9pp | 7.63%-4.4pp |
| Employer contribution / active EE | $479 | $3,351-85.7% | $5,298-91.0% | $2,381-79.9% |
| Participant deferral / active EE | $1,165 | $3,175-63.3% | $5,081-77.1% | $3,470-66.4% |
| Admin fee / account holder | $1,601 | $5,596-71.4% | $13,411-88.1% | $4,888-67.2% |