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 | $179,104 | $148,978+20.2% | $200,582-10.7% | $84,808+111.2% |
| Participation rate | 98.8% | 84.2%+14.6pp | 86.9%+11.9pp | 68.3%+30.5pp |
| Annual return | 21.34% | 28.16%-6.8pp | 42.33%-21.0pp | 40.90%-19.6pp |
| Employer contribution / active EE | $9,675 | $4,815+100.9% | $6,419+50.7% | $2,631+267.7% |
| Participant deferral / active EE | $17,797 | $7,142+149.2% | $9,331+90.7% | $4,212+322.6% |
| Admin fee / account holder | $7,616 | $13,977-45.5% | $16,305-53.3% | $7,344+3.7% |