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 | $184,485 | $159,602+15.6% | $150,045+23.0% | $142,382+29.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 17.24% | 70.24%-53.0pp | 62.55%-45.3pp | 217.08%-199.8pp |
| Employer contribution / active EE | $4,321 | $4,961-12.9% | $4,693-7.9% | $4,299+0.5% |
| Participant deferral / active EE | $10,580 | $8,310+27.3% | $7,997+32.3% | $6,507+62.6% |
| Admin fee / account holder | $10,255 | $14,846-30.9% | $13,435-23.7% | $12,624-18.8% |