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 | $232,438 | $148,978+56.0% | $200,582+15.9% | $84,808+174.1% |
| Participation rate | 83.0% | 84.2%-1.3pp | 86.9%-3.9pp | 68.3%+14.7pp |
| Annual return | 16.52% | 28.16%-11.6pp | 42.33%-25.8pp | 40.90%-24.4pp |
| Employer contribution / active EE | $2,350 | $4,815-51.2% | $6,419-63.4% | $2,631-10.7% |
| Participant deferral / active EE | $9,383 | $7,142+31.4% | $9,331+0.6% | $4,212+122.8% |
| Admin fee / account holder | $16,705 | $13,977+19.5% | $16,305+2.5% | $7,344+127.5% |