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 | $242,648 | $109,413+121.8% | $156,263+55.3% | $84,808+186.1% |
| Participation rate | 72.7% | 72.7%0pp | 78.9%-6.2pp | 68.3%+4.4pp |
| Annual return | 14.59% | 20.18%-5.6pp | 59.47%-44.9pp | 40.90%-26.3pp |
| Employer contribution / active EE | $2,953 | $2,907+1.6% | $4,333-31.8% | $2,631+12.2% |
| Participant deferral / active EE | $7,773 | $4,590+69.3% | $6,158+26.2% | $4,212+84.6% |
| Admin fee / account holder | $23,178 | $9,357+147.7% | $14,255+62.6% | $7,344+215.6% |