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 | $4,753 | $24,730-80.8% | $66,042-92.8% | $84,808-94.4% |
| Participation rate | 73.6% | 68.1%+5.5pp | 67.5%+6.1pp | 68.3%+5.3pp |
| Annual return | 18.60% | 79.55%-60.9pp | 52.11%-33.5pp | 40.90%-22.3pp |
| Employer contribution / active EE | $576 | $857-32.7% | $1,579-63.5% | $2,631-78.1% |
| Participant deferral / active EE | $1,718 | $1,737-1.1% | $2,835-39.4% | $4,212-59.2% |
| Admin fee / account holder | $889 | $3,014-70.5% | $5,747-84.5% | $7,344-87.9% |