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 9-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 | $60,156 | $217,402-72.3% | $185,823-67.6% | $167,490-64.1% |
| Participation rate | 85.7% | 86.0%-0.3pp | 81.7%+4.0pp | 82.1%+3.6pp |
| Annual return | 14.85% | 148.36%-133.5pp | 122.05%-107.2pp | 478.56%-463.7pp |
| Employer contribution / active EE | $2,115 | $5,873-64.0% | $5,167-59.1% | $4,837-56.3% |
| Participant deferral / active EE | $8,255 | $6,356+29.9% | $5,568+48.3% | $6,341+30.2% |
| Admin fee / account holder | $6,874 | $19,811-65.3% | $16,237-57.7% | $12,309-44.2% |