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 | $11,203 | $54,705-79.5% | $71,209-84.3% | $84,808-86.8% |
| Participation rate | 87.9% | 64.1%+23.8pp | 73.8%+14.1pp | 68.3%+19.6pp |
| Annual return | 18.57% | 35.90%-17.3pp | 282.51%-263.9pp | 40.90%-22.3pp |
| Employer contribution / active EE | $715 | $2,158-66.9% | $2,721-73.7% | $2,631-72.8% |
| Participant deferral / active EE | $1,078 | $3,030-64.4% | $4,175-74.2% | $4,212-74.4% |
| Admin fee / account holder | $701 | $4,863-85.6% | $5,349-86.9% | $7,344-90.5% |