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 6-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 | $7,152 | $54,705-86.9% | $71,209-90.0% | $84,808-91.6% |
| Participation rate | 73.1% | 64.1%+9.0pp | 73.8%-0.7pp | 68.3%+4.8pp |
| Annual return | 54.55% | 35.90%+18.7pp | 282.51%-228.0pp | 40.90%+13.7pp |
| Employer contribution / active EE | $539 | $2,158-75.0% | $2,721-80.2% | $2,631-79.5% |
| Participant deferral / active EE | $1,959 | $3,030-35.4% | $4,175-53.1% | $4,212-53.5% |
| Admin fee / account holder | $371 | $4,863-92.4% | $5,349-93.1% | $7,344-94.9% |