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 | $173,990 | $148,978+16.8% | $200,582-13.3% | $84,808+105.2% |
| Participation rate | 96.6% | 84.2%+12.3pp | 86.9%+9.7pp | 68.3%+28.2pp |
| Annual return | 17.87% | 28.16%-10.3pp | 42.33%-24.5pp | 40.90%-23.0pp |
| Employer contribution / active EE | $6,179 | $4,815+28.3% | $6,419-3.7% | $2,631+134.8% |
| Participant deferral / active EE | $11,126 | $7,142+55.8% | $9,331+19.2% | $4,212+164.2% |
| Admin fee / account holder | $4,970 | $13,977-64.4% | $16,305-69.5% | $7,344-32.3% |