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 | $217,055 | $148,978+45.7% | $200,582+8.2% | $84,808+155.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 19.18% | 28.16%-9.0pp | 42.33%-23.2pp | 40.90%-21.7pp |
| Employer contribution / active EE | $4,435 | $4,815-7.9% | $6,419-30.9% | $2,631+68.6% |
| Participant deferral / active EE | $12,116 | $7,142+69.6% | $9,331+29.8% | $4,212+187.7% |
| Admin fee / account holder | $671 | $13,977-95.2% | $16,305-95.9% | $7,344-90.9% |