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 | $74,470 | $150,440-50.5% | $136,294-45.4% | $147,584-49.5% |
| Participation rate | 92.3% | 84.4%+7.9pp | 81.9%+10.4pp | 82.8%+9.5pp |
| Annual return | 20.12% | 1049.08%-1029.0pp | 5155.94%-5135.8pp | 578.55%-558.4pp |
| Employer contribution / active EE | $6,767 | $5,256+28.8% | $4,695+44.1% | $4,876+38.8% |
| Participant deferral / active EE | $7,908 | $6,630+19.3% | $6,247+26.6% | $5,439+45.4% |
| Admin fee / account holder | $14,337 | $10,905+31.5% | $9,243+55.1% | $10,885+31.7% |