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 | $221,387 | $177,572+24.7% | $154,803+43.0% | $142,382+55.5% |
| Participation rate | 94.7% | 82.1%+12.7pp | 78.1%+16.7pp | 80.1%+14.6pp |
| Annual return | 16.38% | 65.07%-48.7pp | 58.88%-42.5pp | 217.08%-200.7pp |
| Employer contribution / active EE | $4,576 | $4,810-4.9% | $4,305+6.3% | $4,299+6.4% |
| Participant deferral / active EE | $3,657 | $6,272-41.7% | $5,540-34.0% | $6,507-43.8% |
| Admin fee / account holder | $5,960 | $16,786-64.5% | $14,329-58.4% | $12,624-52.8% |