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 | $171,073 | $148,978+14.8% | $200,582-14.7% | $84,808+101.7% |
| Participation rate | 76.9% | 84.2%-7.3pp | 86.9%-10.0pp | 68.3%+8.6pp |
| Annual return | 17.05% | 28.16%-11.1pp | 42.33%-25.3pp | 40.90%-23.8pp |
| Employer contribution / active EE | $6,619 | $4,815+37.5% | $6,419+3.1% | $2,631+151.6% |
| Participant deferral / active EE | $9,205 | $7,142+28.9% | $9,331-1.4% | $4,212+118.6% |
| Admin fee / account holder | $30,769 | $13,977+120.1% | $16,305+88.7% | $7,344+319.0% |