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 | $4,200 | $54,705-92.3% | $71,209-94.1% | $84,808-95.0% |
| Participation rate | 75.0% | 64.1%+10.9pp | 73.8%+1.2pp | 68.3%+6.7pp |
| Annual return | 20.74% | 35.90%-15.2pp | 282.51%-261.8pp | 40.90%-20.2pp |
| Employer contribution / active EE | $1,003 | $2,158-53.5% | $2,721-63.1% | $2,631-61.9% |
| Participant deferral / active EE | $1,828 | $3,030-39.7% | $4,175-56.2% | $4,212-56.6% |
| Admin fee / account holder | $509 | $4,863-89.5% | $5,349-90.5% | $7,344-93.1% |