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 | $220,643 | $148,978+48.1% | $200,582+10.0% | $84,808+160.2% |
| Participation rate | 96.8% | 84.2%+12.5pp | 86.9%+9.9pp | 68.3%+28.5pp |
| Annual return | 16.58% | 28.16%-11.6pp | 42.33%-25.8pp | 40.90%-24.3pp |
| Employer contribution / active EE | $5,490 | $4,815+14.0% | $6,419-14.5% | $2,631+108.7% |
| Participant deferral / active EE | $13,314 | $7,142+86.4% | $9,331+42.7% | $4,212+216.1% |
| Admin fee / account holder | $10,400 | $13,977-25.6% | $16,305-36.2% | $7,344+41.6% |