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 5-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 | $16,795 | $111,754-85.0% | $103,333-83.7% | $145,922-88.5% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.5%+13.0pp | 80.3%+7.2pp |
| Annual return | 11.88% | 24.77%-12.9pp | 24.88%-13.0pp | 561.29%-549.4pp |
| Employer contribution / active EE | $1,744 | $4,212-58.6% | $3,868-54.9% | $4,660-62.6% |
| Participant deferral / active EE | $3,361 | $5,619-40.2% | $5,057-33.5% | $6,688-49.7% |
| Admin fee / account holder | $339 | $9,750-96.5% | $8,355-95.9% | $13,397-97.5% |