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 | $52,292 | $217,402-75.9% | $185,823-71.9% | $167,490-68.8% |
| Participation rate | 85.7% | 86.0%-0.3pp | 81.7%+4.0pp | 82.1%+3.6pp |
| Annual return | 9.83% | 148.36%-138.5pp | 122.05%-112.2pp | 478.56%-468.7pp |
| Employer contribution / active EE | $3,567 | $5,873-39.3% | $5,167-31.0% | $4,837-26.3% |
| Participant deferral / active EE | $6,285 | $6,356-1.1% | $5,568+12.9% | $6,341-0.9% |
| Admin fee / account holder | $2,596 | $19,811-86.9% | $16,237-84.0% | $12,309-78.9% |