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 3-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 | $12,954 | $56,053-76.9% | $75,972-82.9% | $80,856-84.0% |
| Participation rate | 73.6% | 62.0%+11.6pp | 69.1%+4.6pp | 67.6%+6.0pp |
| Annual return | 14.73% | 20.53%-5.8pp | 359.55%-344.8pp | 35.59%-20.9pp |
| Employer contribution / active EE | $1,199 | $1,874-36.0% | $2,685-55.3% | $2,755-56.5% |
| Participant deferral / active EE | $3,262 | $3,052+6.9% | $4,255-23.3% | $4,296-24.1% |
| Admin fee / account holder | $1,142 | $5,234-78.2% | $6,467-82.3% | $6,918-83.5% |