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 | $10,436 | $64,839-83.9% | $95,585-89.1% | $84,808-87.7% |
| Participation rate | 82.1% | 63.8%+18.3pp | 72.1%+10.1pp | 68.3%+13.8pp |
| Annual return | 25.17% | -670.96%+696.1pp | 38.56%-13.4pp | 40.90%-15.7pp |
| Employer contribution / active EE | $1,676 | $1,759-4.7% | $2,527-33.7% | $2,631-36.3% |
| Participant deferral / active EE | $2,403 | $2,965-18.9% | $4,023-40.3% | $4,212-42.9% |
| Admin fee / account holder | $322 | $5,964-94.6% | $6,127-94.7% | $7,344-95.6% |