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 | $6,678 | $100,773-93.4% | $88,946-92.5% | $142,382-95.3% |
| Participation rate | 90.5% | 74.3%+16.2pp | 68.8%+21.6pp | 80.1%+10.4pp |
| Annual return | 39.08% | 70.18%-31.1pp | 57.82%-18.7pp | 217.08%-178.0pp |
| Employer contribution / active EE | $2,358 | $2,918-19.2% | $2,555-7.7% | $4,299-45.2% |
| Participant deferral / active EE | $3,698 | $5,230-29.3% | $4,581-19.3% | $6,507-43.2% |
| Admin fee / account holder | $1,138 | $9,693-88.3% | $8,261-86.2% | $12,624-91.0% |