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 | $5,653 | $74,888-92.5% | $71,209-92.1% | $142,382-96.0% |
| Participation rate | 76.5% | 76.2%+0.2pp | 73.8%+2.7pp | 80.1%-3.6pp |
| Annual return | 17.73% | 345.14%-327.4pp | 282.51%-264.8pp | 217.08%-199.3pp |
| Employer contribution / active EE | $585 | $2,854-79.5% | $2,721-78.5% | $4,299-86.4% |
| Participant deferral / active EE | $2,158 | $4,454-51.6% | $4,175-48.3% | $6,507-66.8% |
| Admin fee / account holder | $2,056 | $5,568-63.1% | $5,349-61.6% | $12,624-83.7% |