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 | $240,263 | $148,978+61.3% | $200,582+19.8% | $84,808+183.3% |
| Participation rate | 95.0% | 84.2%+10.8pp | 86.9%+8.1pp | 68.3%+26.7pp |
| Annual return | 16.83% | 28.16%-11.3pp | 42.33%-25.5pp | 40.90%-24.1pp |
| Employer contribution / active EE | $5,398 | $4,815+12.1% | $6,419-15.9% | $2,631+105.2% |
| Participant deferral / active EE | $5,394 | $7,142-24.5% | $9,331-42.2% | $4,212+28.1% |
| Admin fee / account holder | $21,063 | $13,977+50.7% | $16,305+29.2% | $7,344+186.8% |