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 | $189,150 | $123,793+52.8% | $177,821+6.4% | $79,858+136.9% |
| Participation rate | 97.4% | 84.7%+12.7pp | 87.7%+9.6pp | 69.6%+27.7pp |
| Annual return | 13.94% | 22.82%-8.9pp | 48.32%-34.4pp | 31.71%-17.8pp |
| Employer contribution / active EE | $4,759 | $4,095+16.2% | $5,918-19.6% | $2,471+92.6% |
| Participant deferral / active EE | $12,159 | $5,956+104.1% | $7,714+57.6% | $3,740+225.1% |
| Admin fee / account holder | $16,556 | $7,243+128.6% | $12,427+33.2% | $5,306+212.0% |