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 | $12,972 | $81,632-84.1% | $70,449-81.6% | $158,922-91.8% |
| Participation rate | 73.9% | 77.7%-3.8pp | 75.1%-1.1pp | 82.0%-8.0pp |
| Annual return | 6.34% | 208.40%-202.1pp | 109.03%-102.7pp | 302.83%-296.5pp |
| Employer contribution / active EE | $643 | $3,217-80.0% | $2,737-76.5% | $4,761-86.5% |
| Participant deferral / active EE | $1,343 | $4,554-70.5% | $3,709-63.8% | $5,982-77.6% |
| Admin fee / account holder | $10,197 | $6,193+64.7% | $3,845+165.2% | $11,246-9.3% |