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 6-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 | $14,424 | $64,480-77.6% | $81,382-82.3% | $80,856-82.2% |
| Participation rate | 86.8% | 63.9%+23.0pp | 69.5%+17.4pp | 67.6%+19.2pp |
| Annual return | 11.56% | 16.34%-4.8pp | 24.73%-13.2pp | 35.59%-24.0pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,463-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,626 | $3,094-15.1% | $3,883-32.4% | $4,296-38.9% |
| Admin fee / account holder | $2,865 | $5,671-49.5% | $5,768-50.3% | $6,918-58.6% |