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 | $216,668 | $159,602+35.8% | $150,045+44.4% | $142,382+52.2% |
| Participation rate | 87.0% | 84.0%+3.0pp | 82.3%+4.6pp | 80.1%+6.8pp |
| Annual return | 14.10% | 70.24%-56.1pp | 62.55%-48.5pp | 217.08%-203.0pp |
| Employer contribution / active EE | $1,336 | $4,961-73.1% | $4,693-71.5% | $4,299-68.9% |
| Participant deferral / active EE | $7,294 | $8,310-12.2% | $7,997-8.8% | $6,507+12.1% |
| Admin fee / account holder | $5,746 | $14,846-61.3% | $13,435-57.2% | $12,624-54.5% |