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 | $228,542 | $81,460+180.6% | $103,333+121.2% | $80,856+182.7% |
| Participation rate | 84.3% | 66.8%+17.4pp | 74.5%+9.8pp | 67.6%+16.6pp |
| Annual return | 16.62% | 25.55%-8.9pp | 24.88%-8.3pp | 35.59%-19.0pp |
| Employer contribution / active EE | $2,445 | $3,105-21.3% | $3,868-36.8% | $2,755-11.2% |
| Participant deferral / active EE | $5,376 | $3,869+39.0% | $5,057+6.3% | $4,296+25.1% |
| Admin fee / account holder | $11,820 | $6,566+80.0% | $8,355+41.5% | $6,918+70.9% |