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 | $7,942 | $158,398-95.0% | $126,539-93.7% | $142,382-94.4% |
| Participation rate | 87.5% | 75.8%+11.7pp | 69.8%+17.7pp | 80.1%+7.4pp |
| Annual return | 24.28% | 593.76%-569.5pp | 425.95%-401.7pp | 217.08%-192.8pp |
| Employer contribution / active EE | $1,144 | $4,650-75.4% | $3,674-68.9% | $4,299-73.4% |
| Participant deferral / active EE | $2,101 | $4,767-55.9% | $4,083-48.5% | $6,507-67.7% |
| Admin fee / account holder | $710 | $6,918-89.7% | $6,065-88.3% | $12,624-94.4% |