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 8-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 | $202,866 | $100,326+102.2% | $180,183+12.6% | $84,808+139.2% |
| Participation rate | 100.0% | 71.0%+29.0pp | 77.4%+22.6pp | 68.3%+31.7pp |
| Annual return | 17.56% | 17.86%-0.3pp | 27.86%-10.3pp | 40.90%-23.3pp |
| Employer contribution / active EE | $12,905 | $3,269+294.8% | $5,039+156.1% | $2,631+390.5% |
| Participant deferral / active EE | $13,848 | $5,066+173.4% | $6,822+103.0% | $4,212+228.8% |
| Admin fee / account holder | $10,061 | $9,674+4.0% | $19,975-49.6% | $7,344+37.0% |