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 | $176,034 | $138,347+27.2% | $184,203-4.4% | $80,856+117.7% |
| Participation rate | 77.6% | 83.9%-6.3pp | 86.8%-9.3pp | 67.6%+9.9pp |
| Annual return | 11.84% | 20.02%-8.2pp | 28.81%-17.0pp | 35.59%-23.8pp |
| Employer contribution / active EE | $3,136 | $4,850-35.3% | $6,427-51.2% | $2,755+13.8% |
| Participant deferral / active EE | $8,417 | $7,071+19.0% | $9,131-7.8% | $4,296+95.9% |
| Admin fee / account holder | $9,597 | $10,483-8.5% | $13,901-31.0% | $6,918+38.7% |