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 | $227,436 | $138,347+64.4% | $184,203+23.5% | $80,856+181.3% |
| Participation rate | 91.8% | 83.9%+7.9pp | 86.8%+5.0pp | 67.6%+24.2pp |
| Annual return | 15.91% | 20.02%-4.1pp | 28.81%-12.9pp | 35.59%-19.7pp |
| Employer contribution / active EE | $4,615 | $4,850-4.9% | $6,427-28.2% | $2,755+67.5% |
| Participant deferral / active EE | $8,827 | $7,071+24.8% | $9,131-3.3% | $4,296+105.5% |
| Admin fee / account holder | $6,716 | $10,483-35.9% | $13,901-51.7% | $6,918-2.9% |