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 | $84,637 | $209,832-59.7% | $189,513-55.3% | $167,490-49.5% |
| Participation rate | 87.5% | 88.7%-1.2pp | 87.8%-0.3pp | 82.1%+5.4pp |
| Annual return | 11.81% | 748.27%-736.5pp | 555.15%-543.3pp | 478.56%-466.7pp |
| Employer contribution / active EE | $1,519 | $6,914-78.0% | $6,162-75.3% | $4,837-68.6% |
| Participant deferral / active EE | $10,267 | $8,935+14.9% | $8,221+24.9% | $6,341+61.9% |
| Admin fee / account holder | $20,371 | $14,293+42.5% | $12,045+69.1% | $12,309+65.5% |