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 | $231,552 | $148,978+55.4% | $200,582+15.4% | $84,808+173.0% |
| Participation rate | 88.4% | 84.2%+4.1pp | 86.9%+1.5pp | 68.3%+20.1pp |
| Annual return | 17.17% | 28.16%-11.0pp | 42.33%-25.2pp | 40.90%-23.7pp |
| Employer contribution / active EE | $4,607 | $4,815-4.3% | $6,419-28.2% | $2,631+75.1% |
| Participant deferral / active EE | $8,126 | $7,142+13.8% | $9,331-12.9% | $4,212+93.0% |
| Admin fee / account holder | $3,271 | $13,977-76.6% | $16,305-79.9% | $7,344-55.5% |