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 | $10,732 | $60,022-82.1% | $88,946-87.9% | $84,808-87.3% |
| Participation rate | 85.4% | 57.8%+27.6pp | 68.8%+16.6pp | 68.3%+17.1pp |
| Annual return | 22.46% | 22.43%0pp | 57.82%-35.4pp | 40.90%-18.4pp |
| Employer contribution / active EE | $778 | $1,703-54.3% | $2,555-69.5% | $2,631-70.4% |
| Participant deferral / active EE | $1,498 | $3,114-51.9% | $4,581-67.3% | $4,212-64.4% |
| Admin fee / account holder | $347 | $4,811-92.8% | $8,261-95.8% | $7,344-95.3% |