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 | $4,760 | $74,888-93.6% | $71,209-93.3% | $142,382-96.7% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.1%-5.1pp |
| Annual return | 19.71% | 345.14%-325.4pp | 282.51%-262.8pp | 217.08%-197.4pp |
| Employer contribution / active EE | $631 | $2,854-77.9% | $2,721-76.8% | $4,299-85.3% |
| Participant deferral / active EE | $1,109 | $4,454-75.1% | $4,175-73.4% | $6,507-83.0% |
| Admin fee / account holder | $468 | $5,568-91.6% | $5,349-91.2% | $12,624-96.3% |