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 5-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 | $206,766 | $114,381+80.8% | $107,525+92.3% | $142,382+45.2% |
| Participation rate | 92.9% | 78.1%+14.7pp | 75.1%+17.8pp | 80.1%+12.7pp |
| Annual return | 29.00% | 242.71%-213.7pp | 181.32%-152.3pp | 217.08%-188.1pp |
| Employer contribution / active EE | $4,158 | $4,015+3.6% | $3,754+10.8% | $4,299-3.3% |
| Participant deferral / active EE | $9,157 | $5,564+64.6% | $5,116+79.0% | $6,507+40.7% |
| Admin fee / account holder | $2,597 | $9,860-73.7% | $8,919-70.9% | $12,624-79.4% |