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 | $236,282 | $101,724+132.3% | $164,813+43.4% | $80,856+192.2% |
| Participation rate | 75.8% | 71.8%+3.9pp | 78.6%-2.8pp | 67.6%+8.1pp |
| Annual return | 24.85% | 16.72%+8.1pp | 69.93%-45.1pp | 35.59%-10.7pp |
| Employer contribution / active EE | $2,749 | $2,953-6.9% | $4,341-36.7% | $2,755-0.2% |
| Participant deferral / active EE | $5,611 | $4,477+25.3% | $6,031-7.0% | $4,296+30.6% |
| Admin fee / account holder | $8,178 | $8,227-0.6% | $12,690-35.6% | $6,918+18.2% |