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 | $12,442 | $58,208-78.6% | $81,812-84.8% | $80,856-84.6% |
| Participation rate | 83.0% | 63.4%+19.6pp | 72.3%+10.6pp | 67.6%+15.3pp |
| Annual return | 11.59% | 41.66%-30.1pp | 773.79%-762.2pp | 35.59%-24.0pp |
| Employer contribution / active EE | $0 | $2,340-100.0% | $2,912-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,100 | $3,281-36.0% | $4,319-51.4% | $4,296-51.1% |
| Admin fee / account holder | $877 | $4,981-82.4% | $7,386-88.1% | $6,918-87.3% |