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 | $204,563 | $94,625+116.2% | $116,228+76.0% | $84,808+141.2% |
| Participation rate | 96.0% | 70.4%+25.6pp | 74.6%+21.4pp | 68.3%+27.7pp |
| Annual return | 14.42% | 20.40%-6.0pp | 90.06%-75.6pp | 40.90%-26.5pp |
| Employer contribution / active EE | $2,574 | $2,347+9.7% | $2,994-14.0% | $2,631-2.2% |
| Participant deferral / active EE | $3,946 | $3,972-0.7% | $4,953-20.3% | $4,212-6.3% |
| Admin fee / account holder | $7,403 | $10,091-26.6% | $11,989-38.3% | $7,344+0.8% |