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 8-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 | $17,521 | $58,208-69.9% | $81,812-78.6% | $80,856-78.3% |
| Participation rate | 82.8% | 63.4%+19.3pp | 72.3%+10.4pp | 67.6%+15.1pp |
| Annual return | 12.20% | 41.66%-29.5pp | 773.79%-761.6pp | 35.59%-23.4pp |
| Employer contribution / active EE | $824 | $2,340-64.8% | $2,912-71.7% | $2,755-70.1% |
| Participant deferral / active EE | $2,697 | $3,281-17.8% | $4,319-37.5% | $4,296-37.2% |
| Admin fee / account holder | $356 | $4,981-92.9% | $7,386-95.2% | $6,918-94.9% |