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 | $5,650 | $25,014-77.4% | $69,647-91.9% | $80,856-93.0% |
| Participation rate | 94.3% | 64.2%+30.1pp | 66.5%+27.9pp | 67.6%+26.7pp |
| Annual return | 13.10% | 19.07%-6.0pp | 100.48%-87.4pp | 35.59%-22.5pp |
| Employer contribution / active EE | $536 | $993-46.1% | $1,712-68.7% | $2,755-80.6% |
| Participant deferral / active EE | $1,168 | $1,839-36.5% | $2,886-59.5% | $4,296-72.8% |
| Admin fee / account holder | $488 | $2,488-80.4% | $4,713-89.7% | $6,918-93.0% |