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 | $7,234 | $104,974-93.1% | $95,585-92.4% | $142,382-94.9% |
| Participation rate | 77.3% | 75.0%+2.3pp | 72.1%+5.2pp | 80.1%-2.8pp |
| Annual return | 20.83% | 210.33%-189.5pp | 38.56%-17.7pp | 217.08%-196.2pp |
| Employer contribution / active EE | $963 | $2,779-65.4% | $2,527-61.9% | $4,299-77.6% |
| Participant deferral / active EE | $4,434 | $4,352+1.9% | $4,023+10.2% | $6,507-31.9% |
| Admin fee / account holder | $452 | $6,386-92.9% | $6,127-92.6% | $12,624-96.4% |