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 3-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 | $189,180 | $95,803+97.5% | $113,168+67.2% | $84,808+123.1% |
| Participation rate | 88.4% | 72.9%+15.5pp | 76.6%+11.8pp | 68.3%+20.1pp |
| Annual return | 24.45% | 25.00%-0.6pp | 24.27%+0.2pp | 40.90%-16.4pp |
| Employer contribution / active EE | $5,131 | $2,360+117.4% | $2,975+72.4% | $2,631+95.0% |
| Participant deferral / active EE | $9,643 | $4,242+127.3% | $5,107+88.8% | $4,212+129.0% |
| Admin fee / account holder | $1,107 | $8,989-87.7% | $12,068-90.8% | $7,344-84.9% |