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 | $165,449 | $148,978+11.1% | $200,582-17.5% | $84,808+95.1% |
| Participation rate | 96.0% | 84.2%+11.8pp | 86.9%+9.1pp | 68.3%+27.7pp |
| Annual return | 15.40% | 28.16%-12.8pp | 42.33%-26.9pp | 40.90%-25.5pp |
| Employer contribution / active EE | $8,001 | $4,815+66.2% | $6,419+24.6% | $2,631+204.1% |
| Participant deferral / active EE | $3,999 | $7,142-44.0% | $9,331-57.1% | $4,212-5.0% |
| Admin fee / account holder | $3,731 | $13,977-73.3% | $16,305-77.1% | $7,344-49.2% |