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 | $6,041 | $100,773-94.0% | $88,946-93.2% | $142,382-95.8% |
| Participation rate | 90.9% | 74.3%+16.6pp | 68.8%+22.1pp | 80.1%+10.8pp |
| Annual return | 30.85% | 70.18%-39.3pp | 57.82%-27.0pp | 217.08%-186.2pp |
| Employer contribution / active EE | $1,293 | $2,918-55.7% | $2,555-49.4% | $4,299-69.9% |
| Participant deferral / active EE | $5,169 | $5,230-1.2% | $4,581+12.8% | $6,507-20.6% |
| Admin fee / account holder | $390 | $9,693-96.0% | $8,261-95.3% | $12,624-96.9% |