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 | $185,662 | $148,978+24.6% | $200,582-7.4% | $84,808+118.9% |
| Participation rate | 95.2% | 84.2%+11.0pp | 86.9%+8.4pp | 68.3%+26.9pp |
| Annual return | 16.30% | 28.16%-11.9pp | 42.33%-26.0pp | 40.90%-24.6pp |
| Employer contribution / active EE | $5,732 | $4,815+19.0% | $6,419-10.7% | $2,631+117.9% |
| Participant deferral / active EE | $13,833 | $7,142+93.7% | $9,331+48.2% | $4,212+228.5% |
| Admin fee / account holder | $4,782 | $13,977-65.8% | $16,305-70.7% | $7,344-34.9% |