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 | $199,633 | $176,056+13.4% | $159,436+25.2% | $167,490+19.2% |
| Participation rate | 90.0% | 84.9%+5.1pp | 82.8%+7.2pp | 82.1%+7.9pp |
| Annual return | 11.89% | 331.75%-319.9pp | 263.57%-251.7pp | 478.56%-466.7pp |
| Employer contribution / active EE | $3,503 | $5,297-33.9% | $4,829-27.5% | $4,837-27.6% |
| Participant deferral / active EE | $13,499 | $7,750+74.2% | $7,352+83.6% | $6,341+112.9% |
| Admin fee / account holder | $1,361 | $12,554-89.2% | $10,799-87.4% | $12,309-88.9% |