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 | $171,589 | $148,978+15.2% | $200,582-14.5% | $84,808+102.3% |
| Participation rate | 82.5% | 84.2%-1.7pp | 86.9%-4.4pp | 68.3%+14.2pp |
| Annual return | 16.40% | 28.16%-11.8pp | 42.33%-25.9pp | 40.90%-24.5pp |
| Employer contribution / active EE | $4,209 | $4,815-12.6% | $6,419-34.4% | $2,631+60.0% |
| Participant deferral / active EE | $9,811 | $7,142+37.4% | $9,331+5.1% | $4,212+132.9% |
| Admin fee / account holder | $20,514 | $13,977+46.8% | $16,305+25.8% | $7,344+179.3% |