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 | $68,680 | $198,466-65.4% | $170,442-59.7% | $147,584-53.5% |
| Participation rate | 85.7% | 88.0%-2.3pp | 83.6%+2.1pp | 82.8%+2.9pp |
| Annual return | 13.17% | 257.29%-244.1pp | 205.93%-192.8pp | 578.55%-565.4pp |
| Employer contribution / active EE | $4,500 | $6,184-27.2% | $5,433-17.2% | $4,876-7.7% |
| Participant deferral / active EE | $7,229 | $5,629+28.4% | $4,939+46.3% | $5,439+32.9% |
| Admin fee / account holder | $345 | $16,852-98.0% | $13,880-97.5% | $10,885-96.8% |