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 | $181,452 | $138,347+31.2% | $184,203-1.5% | $80,856+124.4% |
| Participation rate | 93.1% | 83.9%+9.2pp | 86.8%+6.3pp | 67.6%+25.5pp |
| Annual return | 16.01% | 20.02%-4.0pp | 28.81%-12.8pp | 35.59%-19.6pp |
| Employer contribution / active EE | $5,933 | $4,850+22.3% | $6,427-7.7% | $2,755+115.4% |
| Participant deferral / active EE | $15,803 | $7,071+123.5% | $9,131+73.1% | $4,296+267.9% |
| Admin fee / account holder | $856 | $10,483-91.8% | $13,901-93.8% | $6,918-87.6% |