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 | $179,362 | $148,978+20.4% | $200,582-10.6% | $84,808+111.5% |
| Participation rate | 83.1% | 84.2%-1.2pp | 86.9%-3.8pp | 68.3%+14.8pp |
| Annual return | 14.64% | 28.16%-13.5pp | 42.33%-27.7pp | 40.90%-26.3pp |
| Employer contribution / active EE | $2,408 | $4,815-50.0% | $6,419-62.5% | $2,631-8.5% |
| Participant deferral / active EE | $7,466 | $7,142+4.5% | $9,331-20.0% | $4,212+77.3% |
| Admin fee / account holder | $4,538 | $13,977-67.5% | $16,305-72.2% | $7,344-38.2% |