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 5-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 | $5,008 | $24,730-79.7% | $66,042-92.4% | $84,808-94.1% |
| Participation rate | 78.7% | 68.1%+10.6pp | 67.5%+11.2pp | 68.3%+10.4pp |
| Annual return | 20.65% | 79.55%-58.9pp | 52.11%-31.5pp | 40.90%-20.2pp |
| Employer contribution / active EE | $841 | $857-1.9% | $1,579-46.8% | $2,631-68.1% |
| Participant deferral / active EE | $801 | $1,737-53.9% | $2,835-71.7% | $4,212-81.0% |
| Admin fee / account holder | $981 | $3,014-67.5% | $5,747-82.9% | $7,344-86.6% |