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 | $69,782 | $150,440-53.6% | $136,294-48.8% | $147,584-52.7% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 12.72% | 1049.08%-1036.4pp | 5155.94%-5143.2pp | 578.55%-565.8pp |
| Employer contribution / active EE | $1,448 | $5,256-72.5% | $4,695-69.2% | $4,876-70.3% |
| Participant deferral / active EE | $9,322 | $6,630+40.6% | $6,247+49.2% | $5,439+71.4% |
| Admin fee / account holder | $457 | $10,905-95.8% | $9,243-95.1% | $10,885-95.8% |