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 | $66,931 | $209,411-68.0% | $178,490-62.5% | $158,922-57.9% |
| Participation rate | 88.2% | 86.3%+1.9pp | 81.9%+6.3pp | 82.0%+6.3pp |
| Annual return | 6.37% | 188.75%-182.4pp | 151.07%-144.7pp | 302.83%-296.5pp |
| Employer contribution / active EE | $1,491 | $5,706-73.9% | $5,011-70.3% | $4,761-68.7% |
| Participant deferral / active EE | $3,849 | $5,954-35.4% | $5,202-26.0% | $5,982-35.7% |
| Admin fee / account holder | $352 | $17,074-97.9% | $13,984-97.5% | $11,246-96.9% |