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 | $6,172 | $88,751-93.0% | $81,812-92.5% | $145,922-95.8% |
| Participation rate | 75.0% | 75.0%0pp | 72.3%+2.7pp | 80.3%-5.3pp |
| Annual return | 11.05% | 1025.40%-1014.3pp | 773.79%-762.7pp | 561.29%-550.2pp |
| Employer contribution / active EE | $1,523 | $3,083-50.6% | $2,912-47.7% | $4,660-67.3% |
| Participant deferral / active EE | $1,523 | $4,643-67.2% | $4,319-64.7% | $6,688-77.2% |
| Admin fee / account holder | $1,986 | $8,415-76.4% | $7,386-73.1% | $13,397-85.2% |