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 | $16,442 | $81,632-79.9% | $70,449-76.7% | $158,922-89.7% |
| Participation rate | 75.0% | 77.7%-2.7pp | 75.1%-0.1pp | 82.0%-7.0pp |
| Annual return | 5.64% | 208.40%-202.8pp | 109.03%-103.4pp | 302.83%-297.2pp |
| Employer contribution / active EE | $609 | $3,217-81.1% | $2,737-77.7% | $4,761-87.2% |
| Participant deferral / active EE | $2,495 | $4,554-45.2% | $3,709-32.7% | $5,982-58.3% |
| Admin fee / account holder | $457 | $6,193-92.6% | $3,845-88.1% | $11,246-95.9% |