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 3-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 | $7,748 | $100,773-92.3% | $88,946-91.3% | $142,382-94.6% |
| Participation rate | 75.0% | 74.3%+0.7pp | 68.8%+6.2pp | 80.1%-5.1pp |
| Annual return | 17.93% | 70.18%-52.2pp | 57.82%-39.9pp | 217.08%-199.1pp |
| Employer contribution / active EE | $1,663 | $2,918-43.0% | $2,555-34.9% | $4,299-61.3% |
| Participant deferral / active EE | $1,642 | $5,230-68.6% | $4,581-64.2% | $6,507-74.8% |
| Admin fee / account holder | $356 | $9,693-96.3% | $8,261-95.7% | $12,624-97.2% |