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 3-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 | $235,390 | $179,726+31.0% | $156,263+50.6% | $142,382+65.3% |
| Participation rate | 77.8% | 82.1%-4.3pp | 78.9%-1.1pp | 80.1%-2.3pp |
| Annual return | 13.40% | 77.86%-64.5pp | 59.47%-46.1pp | 217.08%-203.7pp |
| Employer contribution / active EE | $2,873 | $5,069-43.3% | $4,333-33.7% | $4,299-33.2% |
| Participant deferral / active EE | $7,933 | $6,956+14.1% | $6,158+28.8% | $6,507+21.9% |
| Admin fee / account holder | $5,761 | $17,272-66.6% | $14,255-59.6% | $12,624-54.4% |