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 | $6,043 | $104,974-94.2% | $95,585-93.7% | $142,382-95.8% |
| Participation rate | 90.0% | 75.0%+15.0pp | 72.1%+17.9pp | 80.1%+9.9pp |
| Annual return | 22.66% | 210.33%-187.7pp | 38.56%-15.9pp | 217.08%-194.4pp |
| Employer contribution / active EE | $1,440 | $2,779-48.2% | $2,527-43.0% | $4,299-66.5% |
| Participant deferral / active EE | $1,736 | $4,352-60.1% | $4,023-56.8% | $6,507-73.3% |
| Admin fee / account holder | $1,563 | $6,386-75.5% | $6,127-74.5% | $12,624-87.6% |