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 | $156,387 | $106,584+46.7% | $101,326+54.3% | $142,382+9.8% |
| Participation rate | 94.7% | 82.7%+12.0pp | 81.5%+13.2pp | 80.1%+14.6pp |
| Annual return | 45.65% | 36.93%+8.7pp | 36.82%+8.8pp | 217.08%-171.4pp |
| Employer contribution / active EE | $3,339 | $3,956-15.6% | $3,665-8.9% | $4,299-22.3% |
| Participant deferral / active EE | $25,535 | $8,297+207.8% | $7,994+219.4% | $6,507+292.4% |
| Admin fee / account holder | $11,505 | $11,446+0.5% | $11,185+2.9% | $12,624-8.9% |