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 | $198,897 | $148,978+33.5% | $200,582-0.8% | $84,808+134.5% |
| Participation rate | 91.5% | 84.2%+7.3pp | 86.9%+4.6pp | 68.3%+23.2pp |
| Annual return | 14.05% | 28.16%-14.1pp | 42.33%-28.3pp | 40.90%-26.8pp |
| Employer contribution / active EE | $9,759 | $4,815+102.7% | $6,419+52.0% | $2,631+270.9% |
| Participant deferral / active EE | $16,389 | $7,142+129.5% | $9,331+75.6% | $4,212+289.1% |
| Admin fee / account holder | $6,337 | $13,977-54.7% | $16,305-61.1% | $7,344-13.7% |