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 | $178,027 | $148,978+19.5% | $200,582-11.2% | $84,808+109.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 16.81% | 28.16%-11.3pp | 42.33%-25.5pp | 40.90%-24.1pp |
| Employer contribution / active EE | $3,506 | $4,815-27.2% | $6,419-45.4% | $2,631+33.3% |
| Participant deferral / active EE | $6,141 | $7,142-14.0% | $9,331-34.2% | $4,212+45.8% |
| Admin fee / account holder | $944 | $13,977-93.2% | $16,305-94.2% | $7,344-87.1% |