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 | $216,247 | $148,978+45.2% | $200,582+7.8% | $84,808+155.0% |
| Participation rate | 91.5% | 84.2%+7.3pp | 86.9%+4.7pp | 68.3%+23.2pp |
| Annual return | 15.63% | 28.16%-12.5pp | 42.33%-26.7pp | 40.90%-25.3pp |
| Employer contribution / active EE | $4,088 | $4,815-15.1% | $6,419-36.3% | $2,631+55.4% |
| Participant deferral / active EE | $4,084 | $7,142-42.8% | $9,331-56.2% | $4,212-3.0% |
| Admin fee / account holder | $16,285 | $13,977+16.5% | $16,305-0.1% | $7,344+121.8% |