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 6-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 | $23,900 | $88,751-73.1% | $81,812-70.8% | $145,922-83.6% |
| Participation rate | 75.0% | 75.0%0pp | 72.3%+2.7pp | 80.3%-5.3pp |
| Annual return | 12.39% | 1025.40%-1013.0pp | 773.79%-761.4pp | 561.29%-548.9pp |
| Employer contribution / active EE | $2,490 | $3,083-19.2% | $2,912-14.5% | $4,660-46.6% |
| Participant deferral / active EE | $4,492 | $4,643-3.3% | $4,319+4.0% | $6,688-32.8% |
| Admin fee / account holder | $343 | $8,415-95.9% | $7,386-95.4% | $13,397-97.4% |