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 5-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 | $235,530 | $109,881+114.4% | $150,045+57.0% | $84,808+177.7% |
| Participation rate | 78.3% | 76.1%+2.2pp | 82.3%-4.1pp | 68.3%+9.9pp |
| Annual return | 16.94% | 28.25%-11.3pp | 62.55%-45.6pp | 40.90%-24.0pp |
| Employer contribution / active EE | $3,935 | $3,561+10.5% | $4,693-16.2% | $2,631+49.6% |
| Participant deferral / active EE | $10,438 | $6,636+57.3% | $7,997+30.5% | $4,212+147.8% |
| Admin fee / account holder | $22,562 | $8,568+163.3% | $13,435+67.9% | $7,344+207.2% |