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 | $190,495 | $148,978+27.9% | $200,582-5.0% | $84,808+124.6% |
| Participation rate | 84.4% | 84.2%+0.2pp | 86.9%-2.4pp | 68.3%+16.1pp |
| Annual return | 16.76% | 28.16%-11.4pp | 42.33%-25.6pp | 40.90%-24.1pp |
| Employer contribution / active EE | $2,311 | $4,815-52.0% | $6,419-64.0% | $2,631-12.2% |
| Participant deferral / active EE | $9,980 | $7,142+39.7% | $9,331+7.0% | $4,212+137.0% |
| Admin fee / account holder | $1,000 | $13,977-92.8% | $16,305-93.9% | $7,344-86.4% |