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 | $238,570 | $181,894+31.2% | $156,549+52.4% | $273,961-12.9% |
| Participation rate | 80.0% | 88.4%-8.4pp | 84.0%-4.0pp | 83.0%-3.0pp |
| Annual return | 15.25% | 30.74%-15.5pp | 32.23%-17.0pp | 41.45%-26.2pp |
| Employer contribution / active EE | $2,460 | $6,248-60.6% | $5,501-55.3% | $4,869-49.5% |
| Participant deferral / active EE | $8,460 | $5,550+52.4% | $4,871+73.7% | $5,287+60.0% |
| Admin fee / account holder | $1,303 | $15,559-91.6% | $13,027-90.0% | $10,132-87.1% |