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 | $239,314 | $94,338+153.7% | $100,534+138.0% | $142,382+68.1% |
| Participation rate | 94.4% | 81.7%+12.7pp | 80.6%+13.8pp | 80.1%+14.3pp |
| Annual return | 20.55% | 29.20%-8.7pp | 32.66%-12.1pp | 217.08%-196.5pp |
| Employer contribution / active EE | $3,223 | $4,237-23.9% | $4,346-25.8% | $4,299-25.0% |
| Participant deferral / active EE | $5,956 | $5,934+0.4% | $6,144-3.1% | $6,507-8.5% |
| Admin fee / account holder | $1,328 | $8,421-84.2% | $7,654-82.7% | $12,624-89.5% |