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 | $151,363 | $127,065+19.1% | $113,168+33.8% | $142,382+6.3% |
| Participation rate | 71.4% | 79.2%-7.8pp | 76.6%-5.1pp | 80.1%-8.7pp |
| Annual return | 28.97% | 24.03%+4.9pp | 24.27%+4.7pp | 217.08%-188.1pp |
| Employer contribution / active EE | $2,605 | $3,442-24.3% | $2,975-12.5% | $4,299-39.4% |
| Participant deferral / active EE | $4,303 | $5,716-24.7% | $5,107-15.7% | $6,507-33.9% |
| Admin fee / account holder | $991 | $15,736-93.7% | $12,068-91.8% | $12,624-92.2% |