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 9-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 | $6,142 | $100,773-93.9% | $88,946-93.1% | $142,382-95.7% |
| Participation rate | 86.7% | 74.3%+12.4pp | 68.8%+17.8pp | 80.1%+6.5pp |
| Annual return | 25.12% | 70.18%-45.1pp | 57.82%-32.7pp | 217.08%-192.0pp |
| Employer contribution / active EE | $2,200 | $2,918-24.6% | $2,555-13.9% | $4,299-48.8% |
| Participant deferral / active EE | $1,724 | $5,230-67.0% | $4,581-62.4% | $6,507-73.5% |
| Admin fee / account holder | $1,519 | $9,693-84.3% | $8,261-81.6% | $12,624-88.0% |