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 | $12,966 | $49,922-74.0% | $80,569-83.9% | $75,163-82.7% |
| Participation rate | 82.8% | 55.3%+27.5pp | 67.0%+15.8pp | 67.2%+15.6pp |
| Annual return | 20.15% | 34.69%-14.5pp | 935.43%-915.3pp | 160.62%-140.5pp |
| Employer contribution / active EE | $348 | $1,698-79.5% | $2,723-87.2% | $2,670-87.0% |
| Participant deferral / active EE | $1,554 | $2,990-48.0% | $4,447-65.1% | $4,125-62.3% |
| Admin fee / account holder | $673 | $3,577-81.2% | $5,377-87.5% | $5,651-88.1% |