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 | $12,514 | $39,019-67.9% | $80,716-84.5% | $85,850-85.4% |
| Participation rate | 97.1% | 41.5%+55.6pp | 54.2%+42.9pp | 69.3%+27.8pp |
| Annual return | 12.64% | 26.27%-13.6pp | 87.28%-74.6pp | 318.53%-305.9pp |
| Employer contribution / active EE | $210 | $722-70.9% | $1,160-81.9% | $2,565-91.8% |
| Participant deferral / active EE | $1,118 | $1,326-15.6% | $2,146-47.9% | $3,952-71.7% |
| Admin fee / account holder | $972 | $2,431-60.0% | $3,380-71.2% | $6,260-84.5% |