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 | $186,353 | $135,952+37.1% | $123,892+50.4% | $273,961-32.0% |
| Participation rate | 91.7% | 84.1%+7.6pp | 81.4%+10.3pp | 83.0%+8.7pp |
| Annual return | 8.73% | 56.63%-47.9pp | 47.52%-38.8pp | 41.45%-32.7pp |
| Employer contribution / active EE | $4,798 | $5,170-7.2% | $4,617+3.9% | $4,869-1.5% |
| Participant deferral / active EE | $9,354 | $6,343+47.5% | $5,984+56.3% | $5,287+76.9% |
| Admin fee / account holder | $945 | $9,817-90.4% | $8,357-88.7% | $10,132-90.7% |