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 3-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 | $203,625 | $201,272+1.2% | $184,203+10.5% | $145,922+39.5% |
| Participation rate | 90.0% | 87.5%+2.5pp | 86.8%+3.2pp | 80.3%+9.7pp |
| Annual return | 16.14% | 29.00%-12.9pp | 28.81%-12.7pp | 561.29%-545.1pp |
| Employer contribution / active EE | $11,999 | $7,022+70.9% | $6,427+86.7% | $4,660+157.5% |
| Participant deferral / active EE | $10,055 | $9,806+2.5% | $9,131+10.1% | $6,688+50.3% |
| Admin fee / account holder | $936 | $16,364-94.3% | $13,901-93.3% | $13,397-93.0% |