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 | $74,600 | $183,963-59.4% | $162,163-54.0% | $152,861-51.2% |
| Participation rate | 91.3% | 88.5%+2.8pp | 87.6%+3.7pp | 82.4%+8.9pp |
| Annual return | 21.44% | 150.76%-129.3pp | 115.59%-94.2pp | 345.32%-323.9pp |
| Employer contribution / active EE | $1,731 | $6,371-72.8% | $5,614-69.2% | $4,762-63.7% |
| Participant deferral / active EE | $4,628 | $8,034-42.4% | $7,298-36.6% | $5,850-20.9% |
| Admin fee / account holder | $9,916 | $13,121-24.4% | $10,843-8.6% | $11,596-14.5% |