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 4-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 | $154,057 | $114,381+34.7% | $107,525+43.3% | $142,382+8.2% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 16.30% | 242.71%-226.4pp | 181.32%-165.0pp | 217.08%-200.8pp |
| Employer contribution / active EE | $15,267 | $4,015+280.3% | $3,754+306.7% | $4,299+255.1% |
| Participant deferral / active EE | $12,010 | $5,564+115.8% | $5,116+134.8% | $6,507+84.6% |
| Admin fee / account holder | $963 | $9,860-90.2% | $8,919-89.2% | $12,624-92.4% |