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 3-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 | $7,571 | $100,773-92.5% | $88,946-91.5% | $142,382-94.7% |
| Participation rate | 89.5% | 74.3%+15.2pp | 68.8%+20.6pp | 80.1%+9.4pp |
| Annual return | 13.71% | 70.18%-56.5pp | 57.82%-44.1pp | 217.08%-203.4pp |
| Employer contribution / active EE | $1,680 | $2,918-42.4% | $2,555-34.3% | $4,299-60.9% |
| Participant deferral / active EE | $2,803 | $5,230-46.4% | $4,581-38.8% | $6,507-56.9% |
| Admin fee / account holder | $4,464 | $9,693-53.9% | $8,261-46.0% | $12,624-64.6% |