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 | $222,248 | $123,793+79.5% | $177,821+25.0% | $79,858+178.3% |
| Participation rate | 87.3% | 84.7%+2.6pp | 87.7%-0.4pp | 69.6%+17.6pp |
| Annual return | 13.67% | 22.82%-9.1pp | 48.32%-34.6pp | 31.71%-18.0pp |
| Employer contribution / active EE | $5,206 | $4,095+27.1% | $5,918-12.0% | $2,471+110.7% |
| Participant deferral / active EE | $15,342 | $5,956+157.6% | $7,714+98.9% | $3,740+310.2% |
| Admin fee / account holder | $5,122 | $7,243-29.3% | $12,427-58.8% | $5,306-3.5% |