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 | $71,051 | $198,466-64.2% | $170,442-58.3% | $147,584-51.9% |
| Participation rate | 83.3% | 88.0%-4.6pp | 83.6%-0.3pp | 82.8%+0.5pp |
| Annual return | 23.34% | 257.29%-234.0pp | 205.93%-182.6pp | 578.55%-555.2pp |
| Employer contribution / active EE | $1,920 | $6,184-68.9% | $5,433-64.7% | $4,876-60.6% |
| Participant deferral / active EE | $7,834 | $5,629+39.2% | $4,939+58.6% | $5,439+44.0% |
| Admin fee / account holder | $481 | $16,852-97.1% | $13,880-96.5% | $10,885-95.6% |