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 | $4,080 | $24,730-83.5% | $66,042-93.8% | $84,808-95.2% |
| Participation rate | 77.4% | 68.1%+9.3pp | 67.5%+9.9pp | 68.3%+9.1pp |
| Annual return | 20.47% | 79.55%-59.1pp | 52.11%-31.6pp | 40.90%-20.4pp |
| Employer contribution / active EE | $468 | $857-45.4% | $1,579-70.4% | $2,631-82.2% |
| Participant deferral / active EE | $1,210 | $1,737-30.4% | $2,835-57.3% | $4,212-71.3% |
| Admin fee / account holder | $613 | $3,014-79.7% | $5,747-89.3% | $7,344-91.6% |