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 | $211,358 | $99,985+111.4% | $146,665+44.1% | $85,850+146.2% |
| Participation rate | 90.7% | 73.1%+17.7pp | 80.1%+10.7pp | 69.3%+21.4pp |
| Annual return | 14.09% | 18.93%-4.8pp | 22.74%-8.7pp | 318.53%-304.4pp |
| Employer contribution / active EE | $5,886 | $2,559+130.0% | $4,136+42.3% | $2,565+129.5% |
| Participant deferral / active EE | $6,402 | $4,006+59.8% | $5,506+16.3% | $3,952+62.0% |
| Admin fee / account holder | $34,339 | $7,702+345.8% | $10,280+234.1% | $6,260+448.6% |