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 | $164,340 | $138,347+18.8% | $184,203-10.8% | $80,856+103.2% |
| Participation rate | 98.2% | 83.9%+14.3pp | 86.8%+11.4pp | 67.6%+30.5pp |
| Annual return | 12.29% | 20.02%-7.7pp | 28.81%-16.5pp | 35.59%-23.3pp |
| Employer contribution / active EE | $6,292 | $4,850+29.7% | $6,427-2.1% | $2,755+128.4% |
| Participant deferral / active EE | $5,024 | $7,071-29.0% | $9,131-45.0% | $4,296+16.9% |
| Admin fee / account holder | $5,885 | $10,483-43.9% | $13,901-57.7% | $6,918-14.9% |