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 | $165,590 | $110,257+50.2% | $96,544+71.5% | $139,434+18.8% |
| Participation rate | 85.7% | 78.1%+7.6pp | 76.0%+9.8pp | 80.3%+5.4pp |
| Annual return | 27.29% | 26.32%+1.0pp | 25.84%+1.4pp | 372.94%-345.7pp |
| Employer contribution / active EE | $5,051 | $3,620+39.5% | $2,965+70.4% | $4,751+6.3% |
| Participant deferral / active EE | $9,723 | $5,548+75.3% | $4,851+100.4% | $6,710+44.9% |
| Admin fee / account holder | $3,019 | $11,591-74.0% | $8,252-63.4% | $11,403-73.5% |