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 5-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 | $5,821 | $24,730-76.5% | $66,042-91.2% | $84,808-93.1% |
| Participation rate | 90.2% | 68.1%+22.2pp | 67.5%+22.7pp | 68.3%+21.9pp |
| Annual return | 20.64% | 79.55%-58.9pp | 52.11%-31.5pp | 40.90%-20.3pp |
| Employer contribution / active EE | $708 | $857-17.4% | $1,579-55.2% | $2,631-73.1% |
| Participant deferral / active EE | $1,170 | $1,737-32.6% | $2,835-58.7% | $4,212-72.2% |
| Admin fee / account holder | $1,593 | $3,014-47.1% | $5,747-72.3% | $7,344-78.3% |