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 5-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 | $230,437 | $114,381+101.5% | $107,525+114.3% | $142,382+61.8% |
| Participation rate | 84.6% | 78.1%+6.5pp | 75.1%+9.5pp | 80.1%+4.5pp |
| Annual return | 14.65% | 242.71%-228.1pp | 181.32%-166.7pp | 217.08%-202.4pp |
| Employer contribution / active EE | $3,874 | $4,015-3.5% | $3,754+3.2% | $4,299-9.9% |
| Participant deferral / active EE | $3,000 | $5,564-46.1% | $5,116-41.4% | $6,507-53.9% |
| Admin fee / account holder | $8,362 | $9,860-15.2% | $8,919-6.2% | $12,624-33.8% |