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 | $166,559 | $148,978+11.8% | $200,582-17.0% | $84,808+96.4% |
| Participation rate | 78.3% | 84.2%-6.0pp | 86.9%-8.6pp | 68.3%+9.9pp |
| Annual return | 17.19% | 28.16%-11.0pp | 42.33%-25.1pp | 40.90%-23.7pp |
| Employer contribution / active EE | $6,109 | $4,815+26.9% | $6,419-4.8% | $2,631+132.2% |
| Participant deferral / active EE | $5,218 | $7,142-26.9% | $9,331-44.1% | $4,212+23.9% |
| Admin fee / account holder | $29,270 | $13,977+109.4% | $16,305+79.5% | $7,344+298.6% |