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 | $11,360 | $46,553-75.6% | $64,056-82.3% | $75,163-84.9% |
| Participation rate | 82.1% | 65.9%+16.2pp | 72.3%+9.8pp | 67.2%+15.0pp |
| Annual return | 11.91% | 26.03%-14.1pp | 33.69%-21.8pp | 160.62%-148.7pp |
| Employer contribution / active EE | $1,011 | $1,974-48.8% | $2,747-63.2% | $2,670-62.1% |
| Participant deferral / active EE | $1,278 | $2,837-54.9% | $3,880-67.1% | $4,125-69.0% |
| Admin fee / account holder | $1,055 | $2,952-64.3% | $3,068-65.6% | $5,651-81.3% |