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 5-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 | $11,957 | $61,774-80.6% | $97,226-87.7% | $80,856-85.2% |
| Participation rate | 82.8% | 63.5%+19.3pp | 72.7%+10.1pp | 67.6%+15.1pp |
| Annual return | 13.34% | -557.90%+571.2pp | 75.13%-61.8pp | 35.59%-22.3pp |
| Employer contribution / active EE | $799 | $1,837-56.5% | $2,729-70.7% | $2,755-71.0% |
| Participant deferral / active EE | $2,361 | $3,029-22.0% | $4,264-44.6% | $4,296-45.0% |
| Admin fee / account holder | $525 | $5,166-89.8% | $5,654-90.7% | $6,918-92.4% |