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 | $245,630 | $76,367+221.6% | $93,606+162.4% | $72,985+236.6% |
| Participation rate | 90.6% | 71.7%+18.9pp | 75.8%+14.8pp | 69.5%+21.1pp |
| Annual return | 24.84% | 25.82%-1.0pp | 32.76%-7.9pp | 81.00%-56.2pp |
| Employer contribution / active EE | $1,875 | $2,275-17.6% | $2,718-31.0% | $2,440-23.2% |
| Participant deferral / active EE | $5,060 | $3,538+43.0% | $4,069+24.4% | $3,607+40.3% |
| Admin fee / account holder | $5,344 | $6,838-21.9% | $7,888-32.3% | $5,124+4.3% |