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 | $14,190 | $45,035-68.5% | $62,995-77.5% | $70,131-79.8% |
| Participation rate | 82.6% | 69.5%+13.1pp | 74.8%+7.8pp | 69.5%+13.1pp |
| Annual return | 41.84% | 18.76%+23.1pp | 87.57%-45.7pp | 73.14%-31.3pp |
| Employer contribution / active EE | $917 | $2,051-55.3% | $2,759-66.8% | $2,342-60.9% |
| Participant deferral / active EE | $2,503 | $2,465+1.6% | $3,329-24.8% | $3,332-24.9% |
| Admin fee / account holder | $404 | $2,834-85.7% | $3,600-88.8% | $4,645-91.3% |