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 | $82,809 | $198,466-58.3% | $170,442-51.4% | $147,584-43.9% |
| Participation rate | 90.5% | 88.0%+2.5pp | 83.6%+6.9pp | 82.8%+7.6pp |
| Annual return | 16.12% | 257.29%-241.2pp | 205.93%-189.8pp | 578.55%-562.4pp |
| Employer contribution / active EE | $2,813 | $6,184-54.5% | $5,433-48.2% | $4,876-42.3% |
| Participant deferral / active EE | $5,649 | $5,629+0.4% | $4,939+14.4% | $5,439+3.9% |
| Admin fee / account holder | $488 | $16,852-97.1% | $13,880-96.5% | $10,885-95.5% |