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 5-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 | $7,139 | $95,561-92.5% | $77,163-90.7% | $139,434-94.9% |
| Participation rate | 73.3% | 73.9%-0.6pp | 69.6%+3.8pp | 80.3%-7.0pp |
| Annual return | 25.88% | 54.92%-29.0pp | 37.87%-12.0pp | 372.94%-347.1pp |
| Employer contribution / active EE | $1,092 | $3,147-65.3% | $2,535-56.9% | $4,751-77.0% |
| Participant deferral / active EE | $4,351 | $4,624-5.9% | $3,833+13.5% | $6,710-35.2% |
| Admin fee / account holder | $676 | $8,295-91.8% | $5,472-87.6% | $11,403-94.1% |