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 | $188,118 | $89,753+109.6% | $107,525+75.0% | $84,808+121.8% |
| Participation rate | 78.6% | 68.1%+10.5pp | 75.1%+3.5pp | 68.3%+10.3pp |
| Annual return | 14.75% | 29.48%-14.7pp | 181.32%-166.6pp | 40.90%-26.1pp |
| Employer contribution / active EE | $4,019 | $3,113+29.1% | $3,754+7.1% | $2,631+52.8% |
| Participant deferral / active EE | $7,237 | $4,056+78.4% | $5,116+41.5% | $4,212+71.8% |
| Admin fee / account holder | $1,807 | $7,222-75.0% | $8,919-79.7% | $7,344-75.4% |