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 3-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 | $6,147 | $100,773-93.9% | $88,946-93.1% | $142,382-95.7% |
| Participation rate | 84.6% | 74.3%+10.3pp | 68.8%+15.8pp | 80.1%+4.5pp |
| Annual return | 16.69% | 70.18%-53.5pp | 57.82%-41.1pp | 217.08%-200.4pp |
| Employer contribution / active EE | $1,260 | $2,918-56.8% | $2,555-50.7% | $4,299-70.7% |
| Participant deferral / active EE | $2,131 | $5,230-59.3% | $4,581-53.5% | $6,507-67.3% |
| Admin fee / account holder | $1,984 | $9,693-79.5% | $8,261-76.0% | $12,624-84.3% |