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 | $226,635 | $148,978+52.1% | $200,582+13.0% | $84,808+167.2% |
| Participation rate | 89.7% | 84.2%+5.5pp | 86.9%+2.9pp | 68.3%+21.4pp |
| Annual return | 13.46% | 28.16%-14.7pp | 42.33%-28.9pp | 40.90%-27.4pp |
| Employer contribution / active EE | $6,183 | $4,815+28.4% | $6,419-3.7% | $2,631+135.0% |
| Participant deferral / active EE | $5,591 | $7,142-21.7% | $9,331-40.1% | $4,212+32.8% |
| Admin fee / account holder | $9,540 | $13,977-31.7% | $16,305-41.5% | $7,344+29.9% |