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 | $207,688 | $132,049+57.3% | $200,582+3.5% | $74,304+179.5% |
| Participation rate | 82.2% | 84.1%-1.8pp | 86.9%-4.6pp | 60.3%+21.9pp |
| Annual return | 22.43% | 22.22%+0.2pp | 42.33%-19.9pp | 29.43%-7.0pp |
| Employer contribution / active EE | $4,155 | $4,558-8.8% | $6,419-35.3% | $2,241+85.4% |
| Participant deferral / active EE | $7,146 | $7,213-0.9% | $9,331-23.4% | $3,767+89.7% |
| Admin fee / account holder | $5,893 | $2,405+145.1% | $16,305-63.9% | $2,969+98.5% |