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 | $246,877 | $109,413+125.6% | $156,263+58.0% | $84,808+191.1% |
| Participation rate | 96.2% | 72.7%+23.5pp | 78.9%+17.2pp | 68.3%+27.8pp |
| Annual return | 16.83% | 20.18%-3.4pp | 59.47%-42.6pp | 40.90%-24.1pp |
| Employer contribution / active EE | $2,525 | $2,907-13.1% | $4,333-41.7% | $2,631-4.0% |
| Participant deferral / active EE | $5,991 | $4,590+30.5% | $6,158-2.7% | $4,212+42.3% |
| Admin fee / account holder | $4,668 | $9,357-50.1% | $14,255-67.3% | $7,344-36.4% |