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 4-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 | $17,519 | $99,877-82.5% | $84,966-79.4% | $145,922-88.0% |
| Participation rate | 83.3% | 74.1%+9.2pp | 67.5%+15.8pp | 80.3%+3.1pp |
| Annual return | 13.63% | 83.76%-70.1pp | 66.38%-52.7pp | 561.29%-547.7pp |
| Employer contribution / active EE | $1,881 | $3,231-41.8% | $2,727-31.0% | $4,660-59.6% |
| Participant deferral / active EE | $3,064 | $5,291-42.1% | $4,519-32.2% | $6,688-54.2% |
| Admin fee / account holder | $1,407 | $7,248-80.6% | $6,149-77.1% | $13,397-89.5% |