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 4-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 | $9,236 | $56,317-83.6% | $71,209-87.0% | $74,304-87.6% |
| Participation rate | 73.5% | 55.1%+18.4pp | 73.8%-0.2pp | 60.3%+13.2pp |
| Annual return | 13.81% | 42.83%-29.0pp | 282.51%-268.7pp | 29.43%-15.6pp |
| Employer contribution / active EE | $520 | $2,160-75.9% | $2,721-80.9% | $2,241-76.8% |
| Participant deferral / active EE | $866 | $2,788-68.9% | $4,175-79.2% | $3,767-77.0% |
| Admin fee / account holder | $1,455 | $2,290-36.5% | $5,349-72.8% | $2,969-51.0% |