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 | $212,825 | $127,065+67.5% | $113,168+88.1% | $142,382+49.5% |
| Participation rate | 92.3% | 79.2%+13.1pp | 76.6%+15.7pp | 80.1%+12.2pp |
| Annual return | 47.54% | 24.03%+23.5pp | 24.27%+23.3pp | 217.08%-169.5pp |
| Employer contribution / active EE | $14,189 | $3,442+312.2% | $2,975+376.9% | $4,299+230.1% |
| Participant deferral / active EE | $8,474 | $5,716+48.2% | $5,107+65.9% | $6,507+30.2% |
| Admin fee / account holder | $822 | $15,736-94.8% | $12,068-93.2% | $12,624-93.5% |