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 | $196,923 | $148,978+32.2% | $200,582-1.8% | $84,808+132.2% |
| Participation rate | 81.4% | 84.2%-2.8pp | 86.9%-5.5pp | 68.3%+13.1pp |
| Annual return | 20.34% | 28.16%-7.8pp | 42.33%-22.0pp | 40.90%-20.6pp |
| Employer contribution / active EE | $5,132 | $4,815+6.6% | $6,419-20.1% | $2,631+95.0% |
| Participant deferral / active EE | $12,221 | $7,142+71.1% | $9,331+31.0% | $4,212+190.2% |
| Admin fee / account holder | $24,664 | $13,977+76.5% | $16,305+51.3% | $7,344+235.8% |