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 | $186,405 | $148,978+25.1% | $200,582-7.1% | $84,808+119.8% |
| Participation rate | 92.2% | 84.2%+8.0pp | 86.9%+5.3pp | 68.3%+23.9pp |
| Annual return | 13.30% | 28.16%-14.9pp | 42.33%-29.0pp | 40.90%-27.6pp |
| Employer contribution / active EE | $4,561 | $4,815-5.3% | $6,419-28.9% | $2,631+73.4% |
| Participant deferral / active EE | $8,552 | $7,142+19.7% | $9,331-8.4% | $4,212+103.0% |
| Admin fee / account holder | $46,951 | $13,977+235.9% | $16,305+188.0% | $7,344+539.3% |