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 | $75,870 | $226,064-66.4% | $182,532-58.4% | $152,861-50.4% |
| Participation rate | 87.5% | 82.5%+5.0pp | 78.0%+9.5pp | 82.4%+5.1pp |
| Annual return | 11.57% | 192.51%-180.9pp | 148.54%-137.0pp | 345.32%-333.7pp |
| Employer contribution / active EE | $7,901 | $4,978+58.7% | $4,076+93.8% | $4,762+65.9% |
| Participant deferral / active EE | $6,193 | $6,368-2.7% | $5,524+12.1% | $5,850+5.9% |
| Admin fee / account holder | $833 | $10,703-92.2% | $8,592-90.3% | $11,596-92.8% |