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 | $6,744 | $100,773-93.3% | $88,946-92.4% | $142,382-95.3% |
| Participation rate | 80.0% | 74.3%+5.7pp | 68.8%+11.2pp | 80.1%-0.1pp |
| Annual return | 14.85% | 70.18%-55.3pp | 57.82%-43.0pp | 217.08%-202.2pp |
| Employer contribution / active EE | $1,418 | $2,918-51.4% | $2,555-44.5% | $4,299-67.0% |
| Participant deferral / active EE | $1,757 | $5,230-66.4% | $4,581-61.6% | $6,507-73.0% |
| Admin fee / account holder | $5,514 | $9,693-43.1% | $8,261-33.3% | $12,624-56.3% |