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 9-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 | $186,630 | $148,978+25.3% | $200,582-7.0% | $84,808+120.1% |
| Participation rate | 87.9% | 84.2%+3.6pp | 86.9%+1.0pp | 68.3%+19.6pp |
| Annual return | 16.50% | 28.16%-11.7pp | 42.33%-25.8pp | 40.90%-24.4pp |
| Employer contribution / active EE | $5,818 | $4,815+20.8% | $6,419-9.4% | $2,631+121.1% |
| Participant deferral / active EE | $13,385 | $7,142+87.4% | $9,331+43.4% | $4,212+217.8% |
| Admin fee / account holder | $15,055 | $13,977+7.7% | $16,305-7.7% | $7,344+105.0% |