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 | $200,037 | $124,881+60.2% | $209,409-4.5% | $116,875+71.2% |
| Participation rate | 95.1% | 75.8%+19.4pp | 80.4%+14.8pp | 74.5%+20.6pp |
| Annual return | 15.81% | 14.56%+1.2pp | 159.49%-143.7pp | 16.29%-0.5pp |
| Employer contribution / active EE | $1,563 | $2,588-39.6% | $5,035-69.0% | $3,288-52.5% |
| Participant deferral / active EE | $0 | $3,793-100.0% | $4,230-100.0% | $3,885-100.0% |
| Admin fee / account holder | $11,362 | $12,933-12.1% | $16,474-31.0% | $12,263-7.3% |