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 | $244,505 | $148,978+64.1% | $200,582+21.9% | $84,808+188.3% |
| Participation rate | 78.3% | 84.2%-5.9pp | 86.9%-8.6pp | 68.3%+10.0pp |
| Annual return | 15.94% | 28.16%-12.2pp | 42.33%-26.4pp | 40.90%-25.0pp |
| Employer contribution / active EE | $5,181 | $4,815+7.6% | $6,419-19.3% | $2,631+96.9% |
| Participant deferral / active EE | $10,441 | $7,142+46.2% | $9,331+11.9% | $4,212+147.9% |
| Admin fee / account holder | $5,791 | $13,977-58.6% | $16,305-64.5% | $7,344-21.1% |