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 | $248,153 | $109,881+125.8% | $150,045+65.4% | $84,808+192.6% |
| Participation rate | 87.6% | 76.1%+11.5pp | 82.3%+5.3pp | 68.3%+19.3pp |
| Annual return | 14.47% | 28.25%-13.8pp | 62.55%-48.1pp | 40.90%-26.4pp |
| Employer contribution / active EE | $4,263 | $3,561+19.7% | $4,693-9.2% | $2,631+62.0% |
| Participant deferral / active EE | $10,254 | $6,636+54.5% | $7,997+28.2% | $4,212+143.5% |
| Admin fee / account holder | $37,878 | $8,568+342.1% | $13,435+181.9% | $7,344+415.8% |