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 | $213,919 | $72,492+195.1% | $87,100+145.6% | $72,985+193.1% |
| Participation rate | 96.2% | 72.8%+23.3pp | 76.9%+19.3pp | 69.5%+26.7pp |
| Annual return | 23.92% | 24.46%-0.5pp | 28.19%-4.3pp | 81.00%-57.1pp |
| Employer contribution / active EE | $1,925 | $1,894+1.6% | $2,521-23.7% | $2,440-21.1% |
| Participant deferral / active EE | $4,616 | $3,270+41.2% | $4,049+14.0% | $3,607+28.0% |
| Admin fee / account holder | $15,058 | $5,055+197.9% | $7,497+100.9% | $5,124+193.8% |