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 | $4,784 | $24,730-80.7% | $66,042-92.8% | $84,808-94.4% |
| Participation rate | 87.7% | 68.1%+19.6pp | 67.5%+20.2pp | 68.3%+19.4pp |
| Annual return | 21.67% | 79.55%-57.9pp | 52.11%-30.4pp | 40.90%-19.2pp |
| Employer contribution / active EE | $807 | $857-5.8% | $1,579-48.9% | $2,631-69.3% |
| Participant deferral / active EE | $914 | $1,737-47.4% | $2,835-67.8% | $4,212-78.3% |
| Admin fee / account holder | $475 | $3,014-84.2% | $5,747-91.7% | $7,344-93.5% |