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 10-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 | $199,260 | $95,803+108.0% | $113,168+76.1% | $84,808+135.0% |
| Participation rate | 96.3% | 72.9%+23.4pp | 76.6%+19.7pp | 68.3%+28.0pp |
| Annual return | 29.89% | 25.00%+4.9pp | 24.27%+5.6pp | 40.90%-11.0pp |
| Employer contribution / active EE | $14,815 | $2,360+527.8% | $2,975+397.9% | $2,631+463.1% |
| Participant deferral / active EE | $8,020 | $4,242+89.1% | $5,107+57.0% | $4,212+90.4% |
| Admin fee / account holder | $4,651 | $8,989-48.3% | $12,068-61.5% | $7,344-36.7% |