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 | $166,854 | $148,978+12.0% | $200,582-16.8% | $84,808+96.7% |
| Participation rate | 86.0% | 84.2%+1.7pp | 86.9%-0.9pp | 68.3%+17.7pp |
| Annual return | 24.48% | 28.16%-3.7pp | 42.33%-17.9pp | 40.90%-16.4pp |
| Employer contribution / active EE | $5,674 | $4,815+17.8% | $6,419-11.6% | $2,631+115.7% |
| Participant deferral / active EE | $14,861 | $7,142+108.1% | $9,331+59.3% | $4,212+252.9% |
| Admin fee / account holder | $30,957 | $13,977+121.5% | $16,305+89.9% | $7,344+321.5% |