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 | $6,292 | $24,730-74.6% | $66,042-90.5% | $84,808-92.6% |
| Participation rate | 87.1% | 68.1%+19.1pp | 67.5%+19.6pp | 68.3%+18.8pp |
| Annual return | 19.94% | 79.55%-59.6pp | 52.11%-32.2pp | 40.90%-21.0pp |
| Employer contribution / active EE | $336 | $857-60.8% | $1,579-78.7% | $2,631-87.2% |
| Participant deferral / active EE | $2,407 | $1,737+38.6% | $2,835-15.1% | $4,212-42.9% |
| Admin fee / account holder | $2,044 | $3,014-32.2% | $5,747-64.4% | $7,344-72.2% |