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 10-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 | $197,630 | $201,272-1.8% | $184,203+7.3% | $145,922+35.4% |
| Participation rate | 94.4% | 87.5%+7.0pp | 86.8%+7.6pp | 80.3%+14.2pp |
| Annual return | 24.84% | 29.00%-4.2pp | 28.81%-4.0pp | 561.29%-536.4pp |
| Employer contribution / active EE | $2,541 | $7,022-63.8% | $6,427-60.5% | $4,660-45.5% |
| Participant deferral / active EE | $8,291 | $9,806-15.4% | $9,131-9.2% | $6,688+24.0% |
| Admin fee / account holder | $563 | $16,364-96.6% | $13,901-96.0% | $13,397-95.8% |