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 | $232,149 | $86,929+167.1% | $102,423+126.7% | $80,856+187.1% |
| Participation rate | 77.6% | 72.4%+5.2pp | 76.5%+1.1pp | 67.6%+9.9pp |
| Annual return | 18.29% | 18.88%-0.6pp | 29.32%-11.0pp | 35.59%-17.3pp |
| Employer contribution / active EE | $2,268 | $2,369-4.3% | $3,023-25.0% | $2,755-17.7% |
| Participant deferral / active EE | $8,688 | $4,118+111.0% | $5,053+71.9% | $4,296+102.2% |
| Admin fee / account holder | $44,515 | $8,049+453.1% | $9,451+371.0% | $6,918+543.5% |