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 | $241,833 | $109,413+121.0% | $156,263+54.8% | $84,808+185.2% |
| Participation rate | 75.8% | 72.7%+3.1pp | 78.9%-3.2pp | 68.3%+7.4pp |
| Annual return | 14.64% | 20.18%-5.5pp | 59.47%-44.8pp | 40.90%-26.3pp |
| Employer contribution / active EE | $5,129 | $2,907+76.4% | $4,333+18.4% | $2,631+94.9% |
| Participant deferral / active EE | $8,646 | $4,590+88.4% | $6,158+40.4% | $4,212+105.3% |
| Admin fee / account holder | $39,318 | $9,357+320.2% | $14,255+175.8% | $7,344+435.4% |