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 | $52,129 | $198,466-73.7% | $170,442-69.4% | $147,584-64.7% |
| Participation rate | 90.0% | 88.0%+2.0pp | 83.6%+6.4pp | 82.8%+7.2pp |
| Annual return | 20.42% | 257.29%-236.9pp | 205.93%-185.5pp | 578.55%-558.1pp |
| Employer contribution / active EE | $2,160 | $6,184-65.1% | $5,433-60.2% | $4,876-55.7% |
| Participant deferral / active EE | $5,243 | $5,629-6.9% | $4,939+6.2% | $5,439-3.6% |
| Admin fee / account holder | $619 | $16,852-96.3% | $13,880-95.5% | $10,885-94.3% |