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 | $228,354 | $86,286+164.6% | $111,297+105.2% | $85,850+166.0% |
| Participation rate | 97.4% | 73.3%+24.1pp | 77.3%+20.1pp | 69.3%+28.1pp |
| Annual return | 14.09% | 19.99%-5.9pp | 54.65%-40.6pp | 318.53%-304.4pp |
| Employer contribution / active EE | $2,739 | $2,043+34.1% | $2,731+0.3% | $2,565+6.8% |
| Participant deferral / active EE | $5,511 | $3,641+51.4% | $4,487+22.8% | $3,952+39.5% |
| Admin fee / account holder | $6,119 | $8,188-25.3% | $7,964-23.2% | $6,260-2.2% |