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 10-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 | $14,715 | $61,774-76.2% | $97,226-84.9% | $80,856-81.8% |
| Participation rate | 82.8% | 63.5%+19.3pp | 72.7%+10.1pp | 67.6%+15.1pp |
| Annual return | 13.25% | -557.90%+571.2pp | 75.13%-61.9pp | 35.59%-22.3pp |
| Employer contribution / active EE | $1,159 | $1,837-36.9% | $2,729-57.5% | $2,755-57.9% |
| Participant deferral / active EE | $1,712 | $3,029-43.5% | $4,264-59.9% | $4,296-60.2% |
| Admin fee / account holder | $636 | $5,166-87.7% | $5,654-88.7% | $6,918-90.8% |