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 | $16,408 | $48,230-66.0% | $67,502-75.7% | $80,856-79.7% |
| Participation rate | 94.4% | 66.4%+28.1pp | 72.9%+21.6pp | 67.6%+26.8pp |
| Annual return | 12.19% | 18.28%-6.1pp | 3512.12%-3499.9pp | 35.59%-23.4pp |
| Employer contribution / active EE | $0 | $2,020-100.0% | $2,731-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $987 | $2,924-66.3% | $4,000-75.3% | $4,296-77.0% |
| Admin fee / account holder | $589 | $3,681-84.0% | $3,998-85.3% | $6,918-91.5% |