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 | $7,305 | $95,266-92.3% | $82,389-91.1% | $142,382-94.9% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.5%+5.5pp | 80.1%-5.1pp |
| Annual return | 14.69% | 25.74%-11.0pp | 28.67%-14.0pp | 217.08%-202.4pp |
| Employer contribution / active EE | $1,512 | $2,991-49.5% | $2,517-39.9% | $4,299-64.8% |
| Participant deferral / active EE | $2,526 | $4,809-47.5% | $4,155-39.2% | $6,507-61.2% |
| Admin fee / account holder | $950 | $8,563-88.9% | $7,231-86.9% | $12,624-92.5% |