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 | $213,867 | $148,978+43.6% | $200,582+6.6% | $84,808+152.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 14.09% | 28.16%-14.1pp | 42.33%-28.2pp | 40.90%-26.8pp |
| Employer contribution / active EE | $4,185 | $4,815-13.1% | $6,419-34.8% | $2,631+59.1% |
| Participant deferral / active EE | $8,932 | $7,142+25.1% | $9,331-4.3% | $4,212+112.1% |
| Admin fee / account holder | $15,189 | $13,977+8.7% | $16,305-6.8% | $7,344+106.8% |