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 | $12,007 | $61,774-80.6% | $97,226-87.7% | $80,856-85.1% |
| Participation rate | 76.0% | 63.5%+12.5pp | 72.7%+3.3pp | 67.6%+8.4pp |
| Annual return | 13.72% | -557.90%+571.6pp | 75.13%-61.4pp | 35.59%-21.9pp |
| Employer contribution / active EE | $755 | $1,837-58.9% | $2,729-72.3% | $2,755-72.6% |
| Participant deferral / active EE | $1,353 | $3,029-55.3% | $4,264-68.3% | $4,296-68.5% |
| Admin fee / account holder | $1,668 | $5,166-67.7% | $5,654-70.5% | $6,918-75.9% |