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 | $183,389 | $138,347+32.6% | $184,203-0.4% | $80,856+126.8% |
| Participation rate | 89.3% | 83.9%+5.4pp | 86.8%+2.5pp | 67.6%+21.6pp |
| Annual return | 16.72% | 20.02%-3.3pp | 28.81%-12.1pp | 35.59%-18.9pp |
| Employer contribution / active EE | $6,707 | $4,850+38.3% | $6,427+4.3% | $2,755+143.4% |
| Participant deferral / active EE | $9,172 | $7,071+29.7% | $9,131+0.4% | $4,296+113.5% |
| Admin fee / account holder | $15,546 | $10,483+48.3% | $13,901+11.8% | $6,918+124.7% |