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 | $237,840 | $133,922+77.6% | $116,228+104.6% | $142,382+67.0% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.6%+0.4pp | 80.1%-5.1pp |
| Annual return | 15.03% | 147.76%-132.7pp | 90.06%-75.0pp | 217.08%-202.0pp |
| Employer contribution / active EE | $3,301 | $3,446-4.2% | $2,994+10.2% | $4,299-23.2% |
| Participant deferral / active EE | $6,607 | $5,672+16.5% | $4,953+33.4% | $6,507+1.5% |
| Admin fee / account holder | $1,185 | $14,945-92.1% | $11,989-90.1% | $12,624-90.6% |