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 | $3,813 | $24,730-84.6% | $66,042-94.2% | $84,808-95.5% |
| Participation rate | 83.1% | 68.1%+15.0pp | 67.5%+15.6pp | 68.3%+14.8pp |
| Annual return | 18.14% | 79.55%-61.4pp | 52.11%-34.0pp | 40.90%-22.8pp |
| Employer contribution / active EE | $281 | $857-67.2% | $1,579-82.2% | $2,631-89.3% |
| Participant deferral / active EE | $1,541 | $1,737-11.3% | $2,835-45.7% | $4,212-63.4% |
| Admin fee / account holder | $970 | $3,014-67.8% | $5,747-83.1% | $7,344-86.8% |