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 | $6,518 | $54,705-88.1% | $71,209-90.8% | $84,808-92.3% |
| Participation rate | 82.1% | 64.1%+18.1pp | 73.8%+8.4pp | 68.3%+13.8pp |
| Annual return | 20.57% | 35.90%-15.3pp | 282.51%-261.9pp | 40.90%-20.3pp |
| Employer contribution / active EE | $1,068 | $2,158-50.5% | $2,721-60.8% | $2,631-59.4% |
| Participant deferral / active EE | $1,313 | $3,030-56.7% | $4,175-68.6% | $4,212-68.8% |
| Admin fee / account holder | $342 | $4,863-93.0% | $5,349-93.6% | $7,344-95.3% |