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 | $248,230 | $148,978+66.6% | $200,582+23.8% | $84,808+192.7% |
| Participation rate | 90.6% | 84.2%+6.4pp | 86.9%+3.7pp | 68.3%+22.3pp |
| Annual return | 18.71% | 28.16%-9.5pp | 42.33%-23.6pp | 40.90%-22.2pp |
| Employer contribution / active EE | $5,245 | $4,815+8.9% | $6,419-18.3% | $2,631+99.3% |
| Participant deferral / active EE | $10,343 | $7,142+44.8% | $9,331+10.8% | $4,212+145.6% |
| Admin fee / account holder | $16,538 | $13,977+18.3% | $16,305+1.4% | $7,344+125.2% |