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 | $198,453 | $138,347+43.4% | $184,203+7.7% | $80,856+145.4% |
| Participation rate | 95.8% | 83.9%+12.0pp | 86.8%+9.0pp | 67.6%+28.2pp |
| Annual return | 12.68% | 20.02%-7.3pp | 28.81%-16.1pp | 35.59%-22.9pp |
| Employer contribution / active EE | $6,661 | $4,850+37.3% | $6,427+3.6% | $2,755+141.8% |
| Participant deferral / active EE | $6,178 | $7,071-12.6% | $9,131-32.3% | $4,296+43.8% |
| Admin fee / account holder | $3,325 | $10,483-68.3% | $13,901-76.1% | $6,918-51.9% |