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 | $4,552 | $54,705-91.7% | $71,209-93.6% | $84,808-94.6% |
| Participation rate | 75.9% | 64.1%+11.8pp | 73.8%+2.1pp | 68.3%+7.6pp |
| Annual return | 18.04% | 35.90%-17.9pp | 282.51%-264.5pp | 40.90%-22.9pp |
| Employer contribution / active EE | $590 | $2,158-72.7% | $2,721-78.3% | $2,631-77.6% |
| Participant deferral / active EE | $1,207 | $3,030-60.2% | $4,175-71.1% | $4,212-71.3% |
| Admin fee / account holder | $767 | $4,863-84.2% | $5,349-85.7% | $7,344-89.6% |