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 | $7,511 | $58,208-87.1% | $81,812-90.8% | $80,856-90.7% |
| Participation rate | 89.7% | 63.4%+26.2pp | 72.3%+17.3pp | 67.6%+22.0pp |
| Annual return | 12.82% | 41.66%-28.8pp | 773.79%-761.0pp | 35.59%-22.8pp |
| Employer contribution / active EE | $1,731 | $2,340-26.0% | $2,912-40.6% | $2,755-37.2% |
| Participant deferral / active EE | $2,570 | $3,281-21.7% | $4,319-40.5% | $4,296-40.2% |
| Admin fee / account holder | $348 | $4,981-93.0% | $7,386-95.3% | $6,918-95.0% |