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 9-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 | $16,737 | $49,227-66.0% | $70,449-76.2% | $79,858-79.0% |
| Participation rate | 70.3% | 69.2%+1.1pp | 75.1%-4.8pp | 69.6%+0.6pp |
| Annual return | 9.47% | 30.06%-20.6pp | 109.03%-99.6pp | 31.71%-22.2pp |
| Employer contribution / active EE | $800 | $2,099-61.9% | $2,737-70.8% | $2,471-67.6% |
| Participant deferral / active EE | $1,302 | $2,768-52.9% | $3,709-64.9% | $3,740-65.2% |
| Admin fee / account holder | $637 | $2,878-77.9% | $3,845-83.4% | $5,306-88.0% |