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 | $246,976 | $101,724+142.8% | $164,813+49.9% | $80,856+205.5% |
| Participation rate | 83.6% | 71.8%+11.8pp | 78.6%+5.0pp | 67.6%+15.9pp |
| Annual return | 21.41% | 16.72%+4.7pp | 69.93%-48.5pp | 35.59%-14.2pp |
| Employer contribution / active EE | $3,236 | $2,953+9.6% | $4,341-25.4% | $2,755+17.5% |
| Participant deferral / active EE | $8,208 | $4,477+83.3% | $6,031+36.1% | $4,296+91.1% |
| Admin fee / account holder | $1,546 | $8,227-81.2% | $12,690-87.8% | $6,918-77.7% |