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 | $166,683 | $148,978+11.9% | $200,582-16.9% | $84,808+96.5% |
| Participation rate | 98.8% | 84.2%+14.6pp | 86.9%+12.0pp | 68.3%+30.5pp |
| Annual return | 18.45% | 28.16%-9.7pp | 42.33%-23.9pp | 40.90%-22.4pp |
| Employer contribution / active EE | $4,518 | $4,815-6.2% | $6,419-29.6% | $2,631+71.7% |
| Participant deferral / active EE | $11,728 | $7,142+64.2% | $9,331+25.7% | $4,212+178.5% |
| Admin fee / account holder | $12,192 | $13,977-12.8% | $16,305-25.2% | $7,344+66.0% |