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 | $6,016 | $90,348-93.3% | $75,972-92.1% | $145,922-95.9% |
| Participation rate | 83.3% | 74.5%+8.9pp | 69.1%+14.3pp | 80.3%+3.1pp |
| Annual return | 23.25% | 620.88%-597.6pp | 359.55%-336.3pp | 561.29%-538.0pp |
| Employer contribution / active EE | $1,445 | $3,311-56.4% | $2,685-46.2% | $4,660-69.0% |
| Participant deferral / active EE | $4,235 | $5,162-18.0% | $4,255-0.5% | $6,688-36.7% |
| Admin fee / account holder | $318 | $8,467-96.3% | $6,467-95.1% | $13,397-97.6% |