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 | $249,778 | $100,326+149.0% | $180,183+38.6% | $84,808+194.5% |
| Participation rate | 96.9% | 71.0%+25.9pp | 77.4%+19.4pp | 68.3%+28.6pp |
| Annual return | 16.15% | 17.86%-1.7pp | 27.86%-11.7pp | 40.90%-24.7pp |
| Employer contribution / active EE | $4,872 | $3,269+49.0% | $5,039-3.3% | $2,631+85.2% |
| Participant deferral / active EE | $10,247 | $5,066+102.3% | $6,822+50.2% | $4,212+143.3% |
| Admin fee / account holder | $2,491 | $9,674-74.3% | $19,975-87.5% | $7,344-66.1% |