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 | $15,933 | $127,264-87.5% | $109,895-85.5% | $167,490-90.5% |
| Participation rate | 84.2% | 77.9%+6.3pp | 74.2%+10.0pp | 82.1%+2.1pp |
| Annual return | 14.92% | 22.97%-8.1pp | 29.45%-14.5pp | 478.56%-463.6pp |
| Employer contribution / active EE | $830 | $3,322-75.0% | $2,842-70.8% | $4,837-82.8% |
| Participant deferral / active EE | $1,264 | $4,514-72.0% | $4,048-68.8% | $6,341-80.1% |
| Admin fee / account holder | $1,129 | $7,114-84.1% | $6,066-81.4% | $12,309-90.8% |