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 4-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 | $4,951 | $70,606-93.0% | $53,898-90.8% | $142,382-96.5% |
| Participation rate | 81.8% | 63.7%+18.1pp | 55.0%+26.9pp | 80.1%+1.7pp |
| Annual return | 22.45% | 619.81%-597.4pp | 528.60%-506.2pp | 217.08%-194.6pp |
| Employer contribution / active EE | $1,316 | $1,202+9.5% | $932+41.2% | $4,299-69.4% |
| Participant deferral / active EE | $3,941 | $2,364+66.7% | $1,826+115.8% | $6,507-39.4% |
| Admin fee / account holder | $1,459 | $2,852-48.8% | $2,491-41.4% | $12,624-88.4% |