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 | $169,418 | $138,347+22.5% | $184,203-8.0% | $80,856+109.5% |
| Participation rate | 95.5% | 83.9%+11.7pp | 86.8%+8.7pp | 67.6%+27.9pp |
| Annual return | 14.77% | 20.02%-5.3pp | 28.81%-14.0pp | 35.59%-20.8pp |
| Employer contribution / active EE | $11,752 | $4,850+142.3% | $6,427+82.9% | $2,755+326.6% |
| Participant deferral / active EE | $13,714 | $7,071+93.9% | $9,131+50.2% | $4,296+219.2% |
| Admin fee / account holder | $8,008 | $10,483-23.6% | $13,901-42.4% | $6,918+15.8% |