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 | $7,969 | $58,208-86.3% | $81,812-90.3% | $80,856-90.1% |
| Participation rate | 93.9% | 63.4%+30.5pp | 72.3%+21.6pp | 67.6%+26.3pp |
| Annual return | 23.16% | 41.66%-18.5pp | 773.79%-750.6pp | 35.59%-12.4pp |
| Employer contribution / active EE | $1,293 | $2,340-44.8% | $2,912-55.6% | $2,755-53.1% |
| Participant deferral / active EE | $2,745 | $3,281-16.3% | $4,319-36.4% | $4,296-36.1% |
| Admin fee / account holder | $339 | $4,981-93.2% | $7,386-95.4% | $6,918-95.1% |