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 | $173,856 | $125,758+38.2% | $169,993+2.3% | $75,163+131.3% |
| Participation rate | 81.4% | 83.6%-2.2pp | 87.0%-5.6pp | 67.2%+14.2pp |
| Annual return | 18.53% | 27.20%-8.7pp | 53.37%-34.8pp | 160.62%-142.1pp |
| Employer contribution / active EE | $3,291 | $4,615-28.7% | $6,785-51.5% | $2,670+23.3% |
| Participant deferral / active EE | $7,761 | $6,837+13.5% | $10,408-25.4% | $4,125+88.1% |
| Admin fee / account holder | $6,834 | $8,173-16.4% | $12,815-46.7% | $5,651+20.9% |