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 | $226,855 | $148,978+52.3% | $200,582+13.1% | $84,808+167.5% |
| Participation rate | 93.0% | 84.2%+8.8pp | 86.9%+6.1pp | 68.3%+24.7pp |
| Annual return | 15.73% | 28.16%-12.4pp | 42.33%-26.6pp | 40.90%-25.2pp |
| Employer contribution / active EE | $7,712 | $4,815+60.2% | $6,419+20.1% | $2,631+193.1% |
| Participant deferral / active EE | $9,504 | $7,142+33.1% | $9,331+1.9% | $4,212+125.7% |
| Admin fee / account holder | $13,933 | $13,977-0.3% | $16,305-14.5% | $7,344+89.7% |