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 10-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 | $84,818 | $138,044-38.6% | $125,339-32.3% | $134,475-36.9% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | 16.48% | 750.33%-733.9pp | 572.05%-555.6pp | 417.96%-401.5pp |
| Employer contribution / active EE | $2,478 | $5,243-52.7% | $4,814-48.5% | $4,740-47.7% |
| Participant deferral / active EE | $6,805 | $7,799-12.7% | $7,446-8.6% | $6,400+6.3% |
| Admin fee / account holder | $19,847 | $11,571+71.5% | $10,010+98.3% | $11,426+73.7% |