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 | $3,864 | $74,888-94.8% | $71,209-94.6% | $142,382-97.3% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.8%+12.0pp | 80.1%+5.6pp |
| Annual return | 23.11% | 345.14%-322.0pp | 282.51%-259.4pp | 217.08%-194.0pp |
| Employer contribution / active EE | $723 | $2,854-74.7% | $2,721-73.4% | $4,299-83.2% |
| Participant deferral / active EE | $1,227 | $4,454-72.5% | $4,175-70.6% | $6,507-81.2% |
| Admin fee / account holder | $499 | $5,568-91.0% | $5,349-90.7% | $12,624-96.0% |