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 | $202,074 | $210,408-4.0% | $153,485+31.7% | $145,922+38.5% |
| Participation rate | 83.3% | 82.1%+1.2pp | 77.1%+6.3pp | 80.3%+3.1pp |
| Annual return | 9.62% | 13.37%-3.7pp | 15.65%-6.0pp | 561.29%-551.7pp |
| Employer contribution / active EE | $3,280 | $6,048-45.8% | $5,039-34.9% | $4,660-29.6% |
| Participant deferral / active EE | $4,849 | $7,975-39.2% | $6,757-28.2% | $6,688-27.5% |
| Admin fee / account holder | $1,789 | $19,419-90.8% | $12,724-85.9% | $13,397-86.6% |