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 | $181,822 | $138,347+31.4% | $184,203-1.3% | $80,856+124.9% |
| Participation rate | 88.3% | 83.9%+4.5pp | 86.8%+1.5pp | 67.6%+20.7pp |
| Annual return | 15.45% | 20.02%-4.6pp | 28.81%-13.4pp | 35.59%-20.1pp |
| Employer contribution / active EE | $7,973 | $4,850+64.4% | $6,427+24.1% | $2,755+189.4% |
| Participant deferral / active EE | $13,298 | $7,071+88.1% | $9,131+45.6% | $4,296+209.6% |
| Admin fee / account holder | $18,225 | $10,483+73.8% | $13,901+31.1% | $6,918+163.4% |