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 | $240,382 | $109,881+118.8% | $150,045+60.2% | $84,808+183.4% |
| Participation rate | 87.0% | 76.1%+11.0pp | 82.3%+4.7pp | 68.3%+18.7pp |
| Annual return | 18.58% | 28.25%-9.7pp | 62.55%-44.0pp | 40.90%-22.3pp |
| Employer contribution / active EE | $5,109 | $3,561+43.5% | $4,693+8.9% | $2,631+94.2% |
| Participant deferral / active EE | $13,438 | $6,636+102.5% | $7,997+68.0% | $4,212+219.1% |
| Admin fee / account holder | $19,173 | $8,568+123.8% | $13,435+42.7% | $7,344+161.1% |