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 | $216,241 | $127,065+70.2% | $113,168+91.1% | $142,382+51.9% |
| Participation rate | 90.5% | 79.2%+11.3pp | 76.6%+13.9pp | 80.1%+10.4pp |
| Annual return | 14.98% | 24.03%-9.0pp | 24.27%-9.3pp | 217.08%-202.1pp |
| Employer contribution / active EE | $3,718 | $3,442+8.0% | $2,975+25.0% | $4,299-13.5% |
| Participant deferral / active EE | $6,069 | $5,716+6.2% | $5,107+18.8% | $6,507-6.7% |
| Admin fee / account holder | $41,126 | $15,736+161.4% | $12,068+240.8% | $12,624+225.8% |