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 | $246,144 | $165,335+48.9% | $149,696+64.4% | $158,922+54.9% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 19.40% | 348.15%-328.7pp | 276.60%-257.2pp | 302.83%-283.4pp |
| Employer contribution / active EE | $2,941 | $5,103-42.4% | $4,644-36.7% | $4,761-38.2% |
| Participant deferral / active EE | $6,521 | $7,181-9.2% | $6,842-4.7% | $5,982+9.0% |
| Admin fee / account holder | $16,811 | $10,807+55.6% | $9,309+80.6% | $11,246+49.5% |