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 | $5,270 | $22,587-76.7% | $65,255-91.9% | $75,163-93.0% |
| Participation rate | 92.5% | 63.1%+29.4pp | 65.0%+27.5pp | 67.2%+25.3pp |
| Annual return | 19.97% | 71.03%-51.1pp | 47.35%-27.4pp | 160.62%-140.7pp |
| Employer contribution / active EE | $697 | $941-25.8% | $1,691-58.8% | $2,670-73.9% |
| Participant deferral / active EE | $1,809 | $1,695+6.7% | $2,831-36.1% | $4,125-56.2% |
| Admin fee / account holder | $436 | $1,876-76.8% | $4,112-89.4% | $5,651-92.3% |