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 | $184,438 | $148,978+23.8% | $200,582-8.0% | $84,808+117.5% |
| Participation rate | 98.7% | 84.2%+14.4pp | 86.9%+11.8pp | 68.3%+30.4pp |
| Annual return | 16.93% | 28.16%-11.2pp | 42.33%-25.4pp | 40.90%-24.0pp |
| Employer contribution / active EE | $3,828 | $4,815-20.5% | $6,419-40.4% | $2,631+45.5% |
| Participant deferral / active EE | $6,291 | $7,142-11.9% | $9,331-32.6% | $4,212+49.4% |
| Admin fee / account holder | $5,992 | $13,977-57.1% | $16,305-63.3% | $7,344-18.4% |