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 | $8,435 | $60,022-85.9% | $88,946-90.5% | $84,808-90.1% |
| Participation rate | 71.8% | 57.8%+13.9pp | 68.8%+2.9pp | 68.3%+3.5pp |
| Annual return | 57.67% | 22.43%+35.2pp | 57.82%-0.2pp | 40.90%+16.8pp |
| Employer contribution / active EE | $1,106 | $1,703-35.1% | $2,555-56.7% | $2,631-58.0% |
| Participant deferral / active EE | $1,809 | $3,114-41.9% | $4,581-60.5% | $4,212-57.0% |
| Admin fee / account holder | $477 | $4,811-90.1% | $8,261-94.2% | $7,344-93.5% |