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 | $229,010 | $72,277+216.9% | $101,248+126.2% | $79,858+186.8% |
| Participation rate | 87.9% | 68.5%+19.4pp | 75.8%+12.1pp | 69.6%+18.2pp |
| Annual return | 14.42% | 22.30%-7.9pp | 46.47%-32.1pp | 31.71%-17.3pp |
| Employer contribution / active EE | $2,746 | $2,692+2.0% | $3,660-25.0% | $2,471+11.1% |
| Participant deferral / active EE | $6,327 | $3,282+92.8% | $4,370+44.8% | $3,740+69.2% |
| Admin fee / account holder | $66,714 | $4,400+1416.1% | $5,945+1022.1% | $5,306+1157.3% |