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 | $191,531 | $138,347+38.4% | $184,203+4.0% | $80,856+136.9% |
| Participation rate | 95.2% | 83.9%+11.4pp | 86.8%+8.4pp | 67.6%+27.6pp |
| Annual return | 15.49% | 20.02%-4.5pp | 28.81%-13.3pp | 35.59%-20.1pp |
| Employer contribution / active EE | $10,418 | $4,850+114.8% | $6,427+62.1% | $2,755+278.2% |
| Participant deferral / active EE | $9,626 | $7,071+36.1% | $9,131+5.4% | $4,296+124.1% |
| Admin fee / account holder | $8,353 | $10,483-20.3% | $13,901-39.9% | $6,918+20.7% |