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 7-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 | $212,080 | $159,602+32.9% | $150,045+41.3% | $142,382+49.0% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 17.77% | 70.24%-52.5pp | 62.55%-44.8pp | 217.08%-199.3pp |
| Employer contribution / active EE | $2,626 | $4,961-47.1% | $4,693-44.0% | $4,299-38.9% |
| Participant deferral / active EE | $6,701 | $8,310-19.4% | $7,997-16.2% | $6,507+3.0% |
| Admin fee / account holder | $727 | $14,846-95.1% | $13,435-94.6% | $12,624-94.2% |