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 7-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 | $6,389 | $70,756-91.0% | $65,493-90.2% | $142,382-95.5% |
| Participation rate | 72.7% | 77.4%-4.7pp | 73.1%-0.4pp | 80.1%-7.4pp |
| Annual return | 21.34% | 1754.89%-1733.6pp | 982.45%-961.1pp | 217.08%-195.7pp |
| Employer contribution / active EE | $468 | $2,881-83.8% | $2,574-81.8% | $4,299-89.1% |
| Participant deferral / active EE | $893 | $4,637-80.7% | $3,961-77.5% | $6,507-86.3% |
| Admin fee / account holder | $2,054 | $6,559-68.7% | $5,028-59.1% | $12,624-83.7% |