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 | $5,527 | $24,730-77.7% | $66,042-91.6% | $84,808-93.5% |
| Participation rate | 81.5% | 68.1%+13.4pp | 67.5%+14.0pp | 68.3%+13.2pp |
| Annual return | 46.26% | 79.55%-33.3pp | 52.11%-5.9pp | 40.90%+5.4pp |
| Employer contribution / active EE | $280 | $857-67.3% | $1,579-82.3% | $2,631-89.4% |
| Participant deferral / active EE | $1,063 | $1,737-38.8% | $2,835-62.5% | $4,212-74.7% |
| Admin fee / account holder | $675 | $3,014-77.6% | $5,747-88.3% | $7,344-90.8% |