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 8-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 | $240,218 | $177,572+35.3% | $154,803+55.2% | $142,382+68.7% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 19.44% | 65.07%-45.6pp | 58.88%-39.4pp | 217.08%-197.6pp |
| Employer contribution / active EE | $2,020 | $4,810-58.0% | $4,305-53.1% | $4,299-53.0% |
| Participant deferral / active EE | $5,759 | $6,272-8.2% | $5,540+3.9% | $6,507-11.5% |
| Admin fee / account holder | $1,231 | $16,786-92.7% | $14,329-91.4% | $12,624-90.3% |