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 | $190,816 | $148,978+28.1% | $200,582-4.9% | $84,808+125.0% |
| Participation rate | 87.0% | 84.2%+2.8pp | 86.9%+0.2pp | 68.3%+18.7pp |
| Annual return | 18.26% | 28.16%-9.9pp | 42.33%-24.1pp | 40.90%-22.6pp |
| Employer contribution / active EE | $8,384 | $4,815+74.1% | $6,419+30.6% | $2,631+218.7% |
| Participant deferral / active EE | $11,084 | $7,142+55.2% | $9,331+18.8% | $4,212+163.2% |
| Admin fee / account holder | $5,461 | $13,977-60.9% | $16,305-66.5% | $7,344-25.6% |