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 | $240,648 | $148,978+61.5% | $200,582+20.0% | $84,808+183.8% |
| Participation rate | 89.3% | 84.2%+5.1pp | 86.9%+2.4pp | 68.3%+21.0pp |
| Annual return | 16.87% | 28.16%-11.3pp | 42.33%-25.5pp | 40.90%-24.0pp |
| Employer contribution / active EE | $7,287 | $4,815+51.3% | $6,419+13.5% | $2,631+177.0% |
| Participant deferral / active EE | $11,662 | $7,142+63.3% | $9,331+25.0% | $4,212+176.9% |
| Admin fee / account holder | $19,762 | $13,977+41.4% | $16,305+21.2% | $7,344+169.1% |