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 3-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 | $19,757 | $61,774-68.0% | $97,226-79.7% | $80,856-75.6% |
| Participation rate | 95.1% | 63.5%+31.6pp | 72.7%+22.4pp | 67.6%+27.5pp |
| Annual return | 14.19% | -557.90%+572.1pp | 75.13%-60.9pp | 35.59%-21.4pp |
| Employer contribution / active EE | $0 | $1,837-100.0% | $2,729-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $7,145 | $3,029+135.9% | $4,264+67.6% | $4,296+66.3% |
| Admin fee / account holder | $3,150 | $5,166-39.0% | $5,654-44.3% | $6,918-54.5% |