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 | $10,725 | $48,795-78.0% | $65,493-83.6% | $84,808-87.4% |
| Participation rate | 93.8% | 67.0%+26.8pp | 73.1%+20.7pp | 68.3%+25.4pp |
| Annual return | 16.84% | 20.20%-3.4pp | 982.45%-965.6pp | 40.90%-24.1pp |
| Employer contribution / active EE | $1,044 | $1,930-45.9% | $2,574-59.4% | $2,631-60.3% |
| Participant deferral / active EE | $2,349 | $2,928-19.8% | $3,961-40.7% | $4,212-44.2% |
| Admin fee / account holder | $1,323 | $3,877-65.9% | $5,028-73.7% | $7,344-82.0% |