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 6-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 | $206,559 | $106,584+93.8% | $101,326+103.9% | $142,382+45.1% |
| Participation rate | 81.8% | 82.7%-0.9pp | 81.5%+0.3pp | 80.1%+1.7pp |
| Annual return | 13.49% | 36.93%-23.4pp | 36.82%-23.3pp | 217.08%-203.6pp |
| Employer contribution / active EE | $3,410 | $3,956-13.8% | $3,665-7.0% | $4,299-20.7% |
| Participant deferral / active EE | $6,593 | $8,297-20.5% | $7,994-17.5% | $6,507+1.3% |
| Admin fee / account holder | $3,050 | $11,446-73.4% | $11,185-72.7% | $12,624-75.8% |