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 | $188,920 | $148,978+26.8% | $200,582-5.8% | $84,808+122.8% |
| Participation rate | 96.7% | 84.2%+12.4pp | 86.9%+9.8pp | 68.3%+28.4pp |
| Annual return | 17.76% | 28.16%-10.4pp | 42.33%-24.6pp | 40.90%-23.1pp |
| Employer contribution / active EE | $4,762 | $4,815-1.1% | $6,419-25.8% | $2,631+81.0% |
| Participant deferral / active EE | $10,066 | $7,142+40.9% | $9,331+7.9% | $4,212+139.0% |
| Admin fee / account holder | $4,208 | $13,977-69.9% | $16,305-74.2% | $7,344-42.7% |