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 | $185,242 | $148,978+24.3% | $200,582-7.6% | $84,808+118.4% |
| Participation rate | 97.7% | 84.2%+13.5pp | 86.9%+10.8pp | 68.3%+29.4pp |
| Annual return | 16.46% | 28.16%-11.7pp | 42.33%-25.9pp | 40.90%-24.4pp |
| Employer contribution / active EE | $6,210 | $4,815+29.0% | $6,419-3.3% | $2,631+136.0% |
| Participant deferral / active EE | $12,237 | $7,142+71.3% | $9,331+31.1% | $4,212+190.6% |
| Admin fee / account holder | $16,552 | $13,977+18.4% | $16,305+1.5% | $7,344+125.4% |