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 | $78,648 | $209,832-62.5% | $189,513-58.5% | $167,490-53.0% |
| Participation rate | 87.5% | 88.7%-1.2pp | 87.8%-0.3pp | 82.1%+5.4pp |
| Annual return | 11.49% | 748.27%-736.8pp | 555.15%-543.7pp | 478.56%-467.1pp |
| Employer contribution / active EE | $2,229 | $6,914-67.8% | $6,162-63.8% | $4,837-53.9% |
| Participant deferral / active EE | $5,145 | $8,935-42.4% | $8,221-37.4% | $6,341-18.9% |
| Admin fee / account holder | $929 | $14,293-93.5% | $12,045-92.3% | $12,309-92.5% |