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 | $210,048 | $109,881+91.2% | $150,045+40.0% | $84,808+147.7% |
| Participation rate | 79.0% | 76.1%+2.9pp | 82.3%-3.3pp | 68.3%+10.7pp |
| Annual return | 19.11% | 28.25%-9.1pp | 62.55%-43.4pp | 40.90%-21.8pp |
| Employer contribution / active EE | $5,242 | $3,561+47.2% | $4,693+11.7% | $2,631+99.2% |
| Participant deferral / active EE | $8,679 | $6,636+30.8% | $7,997+8.5% | $4,212+106.1% |
| Admin fee / account holder | $18,453 | $8,568+115.4% | $13,435+37.4% | $7,344+151.3% |