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 | $246,811 | $210,408+17.3% | $153,485+60.8% | $145,922+69.1% |
| Participation rate | 83.3% | 82.1%+1.2pp | 77.1%+6.3pp | 80.3%+3.1pp |
| Annual return | 14.14% | 13.37%+0.8pp | 15.65%-1.5pp | 561.29%-547.1pp |
| Employer contribution / active EE | $6,251 | $6,048+3.4% | $5,039+24.1% | $4,660+34.2% |
| Participant deferral / active EE | $16,334 | $7,975+104.8% | $6,757+141.7% | $6,688+144.2% |
| Admin fee / account holder | $56,604 | $19,419+191.5% | $12,724+344.8% | $13,397+322.5% |