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 | $139,261 | $148,978-6.5% | $200,582-30.6% | $84,808+64.2% |
| Participation rate | 94.7% | 84.2%+10.5pp | 86.9%+7.9pp | 68.3%+26.4pp |
| Annual return | 19.91% | 28.16%-8.3pp | 42.33%-22.4pp | 40.90%-21.0pp |
| Employer contribution / active EE | $6,989 | $4,815+45.2% | $6,419+8.9% | $2,631+165.6% |
| Participant deferral / active EE | $11,012 | $7,142+54.2% | $9,331+18.0% | $4,212+161.5% |
| Admin fee / account holder | $19,101 | $13,977+36.7% | $16,305+17.1% | $7,344+160.1% |