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 | $8,747 | $100,773-91.3% | $88,946-90.2% | $142,382-93.9% |
| Participation rate | 83.3% | 74.3%+9.0pp | 68.8%+14.5pp | 80.1%+3.2pp |
| Annual return | 21.01% | 70.18%-49.2pp | 57.82%-36.8pp | 217.08%-196.1pp |
| Employer contribution / active EE | $634 | $2,918-78.3% | $2,555-75.2% | $4,299-85.3% |
| Participant deferral / active EE | $1,878 | $5,230-64.1% | $4,581-59.0% | $6,507-71.1% |
| Admin fee / account holder | $471 | $9,693-95.1% | $8,261-94.3% | $12,624-96.3% |