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 | $241,121 | $176,812+36.4% | $146,665+64.4% | $167,490+44.0% |
| Participation rate | 76.2% | 83.6%-7.4pp | 80.1%-3.9pp | 82.1%-5.9pp |
| Annual return | 24.26% | 24.03%+0.2pp | 22.74%+1.5pp | 478.56%-454.3pp |
| Employer contribution / active EE | $4,444 | $5,160-13.9% | $4,136+7.4% | $4,837-8.1% |
| Participant deferral / active EE | $6,842 | $6,440+6.2% | $5,506+24.3% | $6,341+7.9% |
| Admin fee / account holder | $21,001 | $13,259+58.4% | $10,280+104.3% | $12,309+70.6% |