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 | $5,544 | $30,400-81.8% | $53,898-89.7% | $84,808-93.5% |
| Participation rate | 82.2% | 46.4%+35.8pp | 55.0%+27.3pp | 68.3%+13.9pp |
| Annual return | 21.84% | 500.19%-478.4pp | 528.60%-506.8pp | 40.90%-19.1pp |
| Employer contribution / active EE | $1,020 | $603+69.2% | $932+9.4% | $2,631-61.2% |
| Participant deferral / active EE | $1,162 | $1,199-3.1% | $1,826-36.4% | $4,212-72.4% |
| Admin fee / account holder | $320 | $1,993-84.0% | $2,491-87.2% | $7,344-95.6% |