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 | $9,664 | $88,751-89.1% | $81,812-88.2% | $145,922-93.4% |
| Participation rate | 75.0% | 75.0%0pp | 72.3%+2.7pp | 80.3%-5.3pp |
| Annual return | 14.58% | 1025.40%-1010.8pp | 773.79%-759.2pp | 561.29%-546.7pp |
| Employer contribution / active EE | $2,763 | $3,083-10.4% | $2,912-5.1% | $4,660-40.7% |
| Participant deferral / active EE | $4,028 | $4,643-13.3% | $4,319-6.7% | $6,688-39.8% |
| Admin fee / account holder | $1,139 | $8,415-86.5% | $7,386-84.6% | $13,397-91.5% |