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 8-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 | $3,967 | $54,705-92.7% | $71,209-94.4% | $84,808-95.3% |
| Participation rate | 92.3% | 64.1%+28.2pp | 73.8%+18.6pp | 68.3%+24.0pp |
| Annual return | 15.58% | 35.90%-20.3pp | 282.51%-266.9pp | 40.90%-25.3pp |
| Employer contribution / active EE | $564 | $2,158-73.9% | $2,721-79.3% | $2,631-78.6% |
| Participant deferral / active EE | $1,029 | $3,030-66.0% | $4,175-75.4% | $4,212-75.6% |
| Admin fee / account holder | $779 | $4,863-84.0% | $5,349-85.4% | $7,344-89.4% |