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 | $15,966 | $107,015-85.1% | $73,545-78.3% | $147,584-89.2% |
| Participation rate | 94.4% | 66.4%+28.1pp | 54.9%+39.5pp | 82.8%+11.6pp |
| Annual return | 11.85% | 38.25%-26.4pp | -15.16%+27.0pp | 578.55%-566.7pp |
| Employer contribution / active EE | $476 | $1,760-72.9% | $1,219-60.9% | $4,876-90.2% |
| Participant deferral / active EE | $799 | $2,462-67.5% | $1,806-55.7% | $5,439-85.3% |
| Admin fee / account holder | $1,083 | $3,055-64.5% | $2,320-53.3% | $10,885-90.0% |