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 | $176,349 | $148,978+18.4% | $200,582-12.1% | $84,808+107.9% |
| Participation rate | 95.9% | 84.2%+11.7pp | 86.9%+9.0pp | 68.3%+27.6pp |
| Annual return | 16.45% | 28.16%-11.7pp | 42.33%-25.9pp | 40.90%-24.4pp |
| Employer contribution / active EE | $3,881 | $4,815-19.4% | $6,419-39.5% | $2,631+47.5% |
| Participant deferral / active EE | $10,391 | $7,142+45.5% | $9,331+11.4% | $4,212+146.7% |
| Admin fee / account holder | $10,945 | $13,977-21.7% | $16,305-32.9% | $7,344+49.0% |