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 | $9,767 | $99,877-90.2% | $84,966-88.5% | $145,922-93.3% |
| Participation rate | 75.0% | 74.1%+0.9pp | 67.5%+7.5pp | 80.3%-5.3pp |
| Annual return | 13.31% | 83.76%-70.5pp | 66.38%-53.1pp | 561.29%-548.0pp |
| Employer contribution / active EE | $2,970 | $3,231-8.1% | $2,727+8.9% | $4,660-36.3% |
| Participant deferral / active EE | $1,658 | $5,291-68.7% | $4,519-63.3% | $6,688-75.2% |
| Admin fee / account holder | $1,520 | $7,248-79.0% | $6,149-75.3% | $13,397-88.7% |