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 | $69,706 | $183,963-62.1% | $162,163-57.0% | $152,861-54.4% |
| Participation rate | 90.9% | 88.5%+2.4pp | 87.6%+3.4pp | 82.4%+8.5pp |
| Annual return | 13.29% | 150.76%-137.5pp | 115.59%-102.3pp | 345.32%-332.0pp |
| Employer contribution / active EE | $7,823 | $6,371+22.8% | $5,614+39.4% | $4,762+64.3% |
| Participant deferral / active EE | $6,531 | $8,034-18.7% | $7,298-10.5% | $5,850+11.6% |
| Admin fee / account holder | $972 | $13,121-92.6% | $10,843-91.0% | $11,596-91.6% |