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 3-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 | $242,805 | $202,432+19.9% | $169,368+43.4% | $139,434+74.1% |
| Participation rate | 75.0% | 81.1%-6.1pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 0.00% | 531.74%-531.7pp | 405.60%-405.6pp | 372.94%-372.9pp |
| Employer contribution / active EE | $1,396 | $4,692-70.3% | $4,013-65.2% | $4,751-70.6% |
| Participant deferral / active EE | $4,854 | $6,938-30.0% | $6,221-22.0% | $6,710-27.7% |
| Admin fee / account holder | $866 | $10,708-91.9% | $9,003-90.4% | $11,403-92.4% |