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 7-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 | $14,611 | $56,053-73.9% | $75,972-80.8% | $80,856-81.9% |
| Participation rate | 89.6% | 62.0%+27.6pp | 69.1%+20.5pp | 67.6%+21.9pp |
| Annual return | 16.40% | 20.53%-4.1pp | 359.55%-343.1pp | 35.59%-19.2pp |
| Employer contribution / active EE | $995 | $1,874-46.9% | $2,685-62.9% | $2,755-63.9% |
| Participant deferral / active EE | $2,614 | $3,052-14.3% | $4,255-38.6% | $4,296-39.1% |
| Admin fee / account holder | $994 | $5,234-81.0% | $6,467-84.6% | $6,918-85.6% |