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 | $209,560 | $177,572+18.0% | $154,803+35.4% | $142,382+47.2% |
| Participation rate | 85.7% | 82.1%+3.7pp | 78.1%+7.6pp | 80.1%+5.6pp |
| Annual return | 16.44% | 65.07%-48.6pp | 58.88%-42.4pp | 217.08%-200.6pp |
| Employer contribution / active EE | $2,036 | $4,810-57.7% | $4,305-52.7% | $4,299-52.6% |
| Participant deferral / active EE | $13,614 | $6,272+117.1% | $5,540+145.7% | $6,507+109.2% |
| Admin fee / account holder | $1,845 | $16,786-89.0% | $14,329-87.1% | $12,624-85.4% |