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 | $154,109 | $148,978+3.4% | $200,582-23.2% | $84,808+81.7% |
| Participation rate | 92.2% | 84.2%+8.0pp | 86.9%+5.3pp | 68.3%+23.9pp |
| Annual return | 19.36% | 28.16%-8.8pp | 42.33%-23.0pp | 40.90%-21.5pp |
| Employer contribution / active EE | $6,308 | $4,815+31.0% | $6,419-1.7% | $2,631+139.8% |
| Participant deferral / active EE | $5,054 | $7,142-29.2% | $9,331-45.8% | $4,212+20.0% |
| Admin fee / account holder | $14,921 | $13,977+6.7% | $16,305-8.5% | $7,344+103.2% |