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 | $45,214 | $198,466-77.2% | $170,442-73.5% | $147,584-69.4% |
| Participation rate | 90.0% | 88.0%+2.0pp | 83.6%+6.4pp | 82.8%+7.2pp |
| Annual return | 13.56% | 257.29%-243.7pp | 205.93%-192.4pp | 578.55%-565.0pp |
| Employer contribution / active EE | $8,223 | $6,184+33.0% | $5,433+51.4% | $4,876+68.6% |
| Participant deferral / active EE | $2,728 | $5,629-51.5% | $4,939-44.8% | $5,439-49.8% |
| Admin fee / account holder | $24,762 | $16,852+46.9% | $13,880+78.4% | $10,885+127.5% |