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 | $6,655 | $96,635-93.1% | $86,612-92.3% | $139,434-95.2% |
| Participation rate | 70.0% | 74.4%-4.4pp | 71.7%-1.7pp | 80.3%-10.3pp |
| Annual return | 25.47% | 106.41%-80.9pp | 591.07%-565.6pp | 372.94%-347.5pp |
| Employer contribution / active EE | $1,743 | $3,263-46.6% | $3,022-42.3% | $4,751-63.3% |
| Participant deferral / active EE | $2,271 | $4,836-53.0% | $4,438-48.8% | $6,710-66.2% |
| Admin fee / account holder | $1,278 | $6,408-80.1% | $5,614-77.2% | $11,403-88.8% |