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 | $204,141 | $183,519+11.2% | $155,509+31.3% | $145,922+39.9% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 11.98% | 61.17%-49.2pp | 64.67%-52.7pp | 561.29%-549.3pp |
| Employer contribution / active EE | $3,393 | $5,313-36.1% | $4,672-27.4% | $4,660-27.2% |
| Participant deferral / active EE | $9,051 | $6,462+40.0% | $5,626+60.9% | $6,688+35.3% |
| Admin fee / account holder | $847 | $19,313-95.6% | $15,912-94.7% | $13,397-93.7% |