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 | $112,403 | $78,705+42.8% | $117,854-4.6% | $70,131+60.3% |
| Participation rate | 93.1% | 73.2%+19.9pp | 79.7%+13.4pp | 69.5%+23.6pp |
| Annual return | 14.97% | 23.30%-8.3pp | 335.08%-320.1pp | 73.14%-58.2pp |
| Employer contribution / active EE | $2,168 | $2,223-2.5% | $3,786-42.7% | $2,342-7.5% |
| Participant deferral / active EE | $12,173 | $3,297+269.2% | $4,482+171.6% | $3,332+265.4% |
| Admin fee / account holder | $3,238 | $5,065-36.1% | $8,020-59.6% | $4,645-30.3% |