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 5-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 | $155,820 | $114,381+36.2% | $107,525+44.9% | $142,382+9.4% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.1%+4.9pp | 80.1%-0.1pp |
| Annual return | 59.39% | 242.71%-183.3pp | 181.32%-121.9pp | 217.08%-157.7pp |
| Employer contribution / active EE | $4,593 | $4,015+14.4% | $3,754+22.4% | $4,299+6.8% |
| Participant deferral / active EE | $11,152 | $5,564+100.4% | $5,116+118.0% | $6,507+71.4% |
| Admin fee / account holder | $780 | $9,860-92.1% | $8,919-91.3% | $12,624-93.8% |