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 | $202,212 | $80,717+150.5% | $154,803+30.6% | $84,808+138.4% |
| Participation rate | 92.9% | 66.8%+26.0pp | 78.1%+14.8pp | 68.3%+24.5pp |
| Annual return | 22.12% | 37.96%-15.8pp | 58.88%-36.8pp | 40.90%-18.8pp |
| Employer contribution / active EE | $3,919 | $2,761+41.9% | $4,305-9.0% | $2,631+49.0% |
| Participant deferral / active EE | $6,729 | $3,303+103.7% | $5,540+21.4% | $4,212+59.8% |
| Admin fee / account holder | $1,385 | $6,746-79.5% | $14,329-90.3% | $7,344-81.1% |