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 7-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 | $13,863 | $77,899-82.2% | $149,673-90.7% | $75,163-81.6% |
| Participation rate | 72.0% | 65.6%+6.4pp | 78.8%-6.8pp | 67.2%+4.8pp |
| Annual return | 13.33% | 31.72%-18.4pp | 134.42%-121.1pp | 160.62%-147.3pp |
| Employer contribution / active EE | $504 | $3,137-83.9% | $4,818-89.5% | $2,670-81.1% |
| Participant deferral / active EE | $1,886 | $3,411-44.7% | $5,680-66.8% | $4,125-54.3% |
| Admin fee / account holder | $1,145 | $5,956-80.8% | $13,210-91.3% | $5,651-79.7% |