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 8-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 | $6,728 | $104,974-93.6% | $95,585-93.0% | $142,382-95.3% |
| Participation rate | 75.0% | 75.0%0pp | 72.1%+2.9pp | 80.1%-5.1pp |
| Annual return | 20.41% | 210.33%-189.9pp | 38.56%-18.1pp | 217.08%-196.7pp |
| Employer contribution / active EE | $2,424 | $2,779-12.8% | $2,527-4.1% | $4,299-43.6% |
| Participant deferral / active EE | $5,913 | $4,352+35.9% | $4,023+47.0% | $6,507-9.1% |
| Admin fee / account holder | $13,208 | $6,386+106.8% | $6,127+115.6% | $12,624+4.6% |