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 | $3,213 | $54,705-94.1% | $71,209-95.5% | $84,808-96.2% |
| Participation rate | 93.3% | 64.1%+29.3pp | 73.8%+19.6pp | 68.3%+25.0pp |
| Annual return | 18.99% | 35.90%-16.9pp | 282.51%-263.5pp | 40.90%-21.9pp |
| Employer contribution / active EE | $807 | $2,158-62.6% | $2,721-70.3% | $2,631-69.3% |
| Participant deferral / active EE | $1,052 | $3,030-65.3% | $4,175-74.8% | $4,212-75.0% |
| Admin fee / account holder | $1,072 | $4,863-78.0% | $5,349-80.0% | $7,344-85.4% |