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 | $6,248 | $88,751-93.0% | $81,812-92.4% | $145,922-95.7% |
| Participation rate | 75.0% | 75.0%0pp | 72.3%+2.7pp | 80.3%-5.3pp |
| Annual return | 22.42% | 1025.40%-1003.0pp | 773.79%-751.4pp | 561.29%-538.9pp |
| Employer contribution / active EE | $1,454 | $3,083-52.8% | $2,912-50.1% | $4,660-68.8% |
| Participant deferral / active EE | $1,851 | $4,643-60.1% | $4,319-57.1% | $6,688-72.3% |
| Admin fee / account holder | $1,901 | $8,415-77.4% | $7,386-74.3% | $13,397-85.8% |