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 | $160,972 | $138,347+16.4% | $184,203-12.6% | $80,856+99.1% |
| Participation rate | 96.7% | 83.9%+12.8pp | 86.8%+9.9pp | 67.6%+29.1pp |
| Annual return | 20.46% | 20.02%+0.4pp | 28.81%-8.4pp | 35.59%-15.1pp |
| Employer contribution / active EE | $2,989 | $4,850-38.4% | $6,427-53.5% | $2,755+8.5% |
| Participant deferral / active EE | $10,086 | $7,071+42.6% | $9,131+10.5% | $4,296+134.8% |
| Admin fee / account holder | $13,806 | $10,483+31.7% | $13,901-0.7% | $6,918+99.6% |