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 | $45,803 | $171,865-73.3% | $149,718-69.4% | $147,584-69.0% |
| Participation rate | 91.7% | 88.2%+3.5pp | 87.1%+4.6pp | 82.8%+8.8pp |
| Annual return | 15.40% | 2113.22%-2097.8pp | 1501.63%-1486.2pp | 578.55%-563.2pp |
| Employer contribution / active EE | $4,394 | $6,275-30.0% | $5,445-19.3% | $4,876-9.9% |
| Participant deferral / active EE | $8,746 | $7,271+20.3% | $6,569+33.1% | $5,439+60.8% |
| Admin fee / account holder | $3,028 | $13,799-78.1% | $11,283-73.2% | $10,885-72.2% |