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 | $158,227 | $138,347+14.4% | $184,203-14.1% | $80,856+95.7% |
| Participation rate | 97.7% | 83.9%+13.9pp | 86.8%+10.9pp | 67.6%+30.1pp |
| Annual return | 19.24% | 20.02%-0.8pp | 28.81%-9.6pp | 35.59%-16.4pp |
| Employer contribution / active EE | $17,912 | $4,850+269.3% | $6,427+178.7% | $2,755+550.2% |
| Participant deferral / active EE | $17,158 | $7,071+142.7% | $9,131+87.9% | $4,296+299.4% |
| Admin fee / account holder | $3,198 | $10,483-69.5% | $13,901-77.0% | $6,918-53.8% |