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 | $188,440 | $185,822+1.4% | $169,993+10.9% | $139,434+35.1% |
| Participation rate | 77.8% | 87.8%-10.0pp | 87.0%-9.2pp | 80.3%-2.5pp |
| Annual return | 19.17% | 60.50%-41.3pp | 53.37%-34.2pp | 372.94%-353.8pp |
| Employer contribution / active EE | $6,300 | $7,590-17.0% | $6,785-7.2% | $4,751+32.6% |
| Participant deferral / active EE | $9,764 | $11,622-16.0% | $10,408-6.2% | $6,710+45.5% |
| Admin fee / account holder | $1,217 | $15,381-92.1% | $12,815-90.5% | $11,403-89.3% |