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 | $7,179 | $104,974-93.2% | $95,585-92.5% | $142,382-95.0% |
| Participation rate | 83.3% | 75.0%+8.4pp | 72.1%+11.3pp | 80.1%+3.2pp |
| Annual return | 19.16% | 210.33%-191.2pp | 38.56%-19.4pp | 217.08%-197.9pp |
| Employer contribution / active EE | $860 | $2,779-69.1% | $2,527-66.0% | $4,299-80.0% |
| Participant deferral / active EE | $1,356 | $4,352-68.8% | $4,023-66.3% | $6,507-79.2% |
| Admin fee / account holder | $2,293 | $6,386-64.1% | $6,127-62.6% | $12,624-81.8% |