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 | $208,008 | $80,968+156.9% | $96,544+115.5% | $75,163+176.7% |
| Participation rate | 97.7% | 71.8%+26.0pp | 76.0%+21.8pp | 67.2%+30.5pp |
| Annual return | 22.88% | 27.06%-4.2pp | 25.84%-3.0pp | 160.62%-137.7pp |
| Employer contribution / active EE | $7,916 | $2,282+246.9% | $2,965+167.0% | $2,670+196.5% |
| Participant deferral / active EE | $0 | $3,928-100.0% | $4,851-100.0% | $4,125-100.0% |
| Admin fee / account holder | $2,451 | $6,724-63.5% | $8,252-70.3% | $5,651-56.6% |