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 5-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 | $5,618 | $30,400-81.5% | $53,898-89.6% | $84,808-93.4% |
| Participation rate | 72.7% | 46.4%+26.3pp | 55.0%+17.8pp | 68.3%+4.4pp |
| Annual return | 16.66% | 500.19%-483.5pp | 528.60%-511.9pp | 40.90%-24.2pp |
| Employer contribution / active EE | $562 | $603-6.7% | $932-39.7% | $2,631-78.6% |
| Participant deferral / active EE | $1,122 | $1,199-6.4% | $1,826-38.6% | $4,212-73.4% |
| Admin fee / account holder | $1,640 | $1,993-17.7% | $2,491-34.2% | $7,344-77.7% |