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 | $190,460 | $110,257+72.7% | $96,544+97.3% | $139,434+36.6% |
| Participation rate | 88.9% | 78.1%+10.8pp | 76.0%+12.9pp | 80.3%+8.6pp |
| Annual return | 44.17% | 26.32%+17.9pp | 25.84%+18.3pp | 372.94%-328.8pp |
| Employer contribution / active EE | $2,856 | $3,620-21.1% | $2,965-3.7% | $4,751-39.9% |
| Participant deferral / active EE | $8,245 | $5,548+48.6% | $4,851+70.0% | $6,710+22.9% |
| Admin fee / account holder | $392 | $11,591-96.6% | $8,252-95.3% | $11,403-96.6% |