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 | $2,683 | $25,014-89.3% | $69,647-96.1% | $80,856-96.7% |
| Participation rate | 86.2% | 64.2%+21.9pp | 66.5%+19.7pp | 67.6%+18.5pp |
| Annual return | 22.91% | 19.07%+3.8pp | 100.48%-77.6pp | 35.59%-12.7pp |
| Employer contribution / active EE | $354 | $993-64.4% | $1,712-79.4% | $2,755-87.2% |
| Participant deferral / active EE | $1,369 | $1,839-25.6% | $2,886-52.6% | $4,296-68.1% |
| Admin fee / account holder | $821 | $2,488-67.0% | $4,713-82.6% | $6,918-88.1% |