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 | $63,504 | $209,832-69.7% | $189,513-66.5% | $167,490-62.1% |
| Participation rate | 92.3% | 88.7%+3.6pp | 87.8%+4.5pp | 82.1%+10.2pp |
| Annual return | 12.93% | 748.27%-735.3pp | 555.15%-542.2pp | 478.56%-465.6pp |
| Employer contribution / active EE | $4,161 | $6,914-39.8% | $6,162-32.5% | $4,837-14.0% |
| Participant deferral / active EE | $5,945 | $8,935-33.5% | $8,221-27.7% | $6,341-6.2% |
| Admin fee / account holder | $11,908 | $14,293-16.7% | $12,045-1.1% | $12,309-3.3% |