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 | $240,288 | $148,978+61.3% | $200,582+19.8% | $84,808+183.3% |
| Participation rate | 82.5% | 84.2%-1.7pp | 86.9%-4.4pp | 68.3%+14.2pp |
| Annual return | 16.54% | 28.16%-11.6pp | 42.33%-25.8pp | 40.90%-24.4pp |
| Employer contribution / active EE | $2,465 | $4,815-48.8% | $6,419-61.6% | $2,631-6.3% |
| Participant deferral / active EE | $12,048 | $7,142+68.7% | $9,331+29.1% | $4,212+186.1% |
| Admin fee / account holder | $15,951 | $13,977+14.1% | $16,305-2.2% | $7,344+117.2% |