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 | $240,261 | $109,881+118.7% | $150,045+60.1% | $84,808+183.3% |
| Participation rate | 78.9% | 76.1%+2.9pp | 82.3%-3.4pp | 68.3%+10.6pp |
| Annual return | 17.11% | 28.25%-11.1pp | 62.55%-45.4pp | 40.90%-23.8pp |
| Employer contribution / active EE | $3,790 | $3,561+6.4% | $4,693-19.2% | $2,631+44.1% |
| Participant deferral / active EE | $10,344 | $6,636+55.9% | $7,997+29.3% | $4,212+145.6% |
| Admin fee / account holder | $11,781 | $8,568+37.5% | $13,435-12.3% | $7,344+60.4% |