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 | $239,467 | $201,272+19.0% | $184,203+30.0% | $145,922+64.1% |
| Participation rate | 95.8% | 87.5%+8.3pp | 86.8%+9.0pp | 80.3%+15.6pp |
| Annual return | 10.38% | 29.00%-18.6pp | 28.81%-18.4pp | 561.29%-550.9pp |
| Employer contribution / active EE | $2,961 | $7,022-57.8% | $6,427-53.9% | $4,660-36.4% |
| Participant deferral / active EE | $4,952 | $9,806-49.5% | $9,131-45.8% | $6,688-25.9% |
| Admin fee / account holder | $3,203 | $16,364-80.4% | $13,901-77.0% | $13,397-76.1% |