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 | $8,672 | $96,635-91.0% | $86,612-90.0% | $139,434-93.8% |
| Participation rate | 71.4% | 74.4%-3.0pp | 71.7%-0.3pp | 80.3%-8.9pp |
| Annual return | 27.04% | 106.41%-79.4pp | 591.07%-564.0pp | 372.94%-345.9pp |
| Employer contribution / active EE | $2,192 | $3,263-32.8% | $3,022-27.5% | $4,751-53.9% |
| Participant deferral / active EE | $3,008 | $4,836-37.8% | $4,438-32.2% | $6,710-55.2% |
| Admin fee / account holder | $603 | $6,408-90.6% | $5,614-89.3% | $11,403-94.7% |