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 | $6,709 | $20,316-67.0% | $66,042-89.8% | $74,304-91.0% |
| Participation rate | 72.0% | 62.8%+9.3pp | 67.5%+4.5pp | 60.3%+11.7pp |
| Annual return | 80.46% | 28.10%+52.4pp | 52.11%+28.3pp | 29.43%+51.0pp |
| Employer contribution / active EE | $464 | $745-37.7% | $1,579-70.6% | $2,241-79.3% |
| Participant deferral / active EE | $1,175 | $1,615-27.2% | $2,835-58.5% | $3,767-68.8% |
| Admin fee / account holder | $746 | $1,668-55.3% | $5,747-87.0% | $2,969-74.9% |