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 | $12,942 | $57,016-77.3% | $84,966-84.8% | $80,856-84.0% |
| Participation rate | 88.5% | 56.3%+32.1pp | 67.5%+21.0pp | 67.6%+20.8pp |
| Annual return | 14.70% | 21.66%-7.0pp | 66.38%-51.7pp | 35.59%-20.9pp |
| Employer contribution / active EE | $382 | $1,798-78.7% | $2,727-86.0% | $2,755-86.1% |
| Participant deferral / active EE | $1,708 | $3,110-45.1% | $4,519-62.2% | $4,296-60.2% |
| Admin fee / account holder | $1,373 | $4,980-72.4% | $6,149-77.7% | $6,918-80.1% |