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 | $189,512 | $153,772+23.2% | $133,980+41.4% | $273,961-30.8% |
| Participation rate | 85.7% | 88.4%-2.7pp | 87.1%-1.4pp | 83.0%+2.7pp |
| Annual return | 5.95% | 36.51%-30.6pp | 29.30%-23.3pp | 41.45%-35.5pp |
| Employer contribution / active EE | $2,809 | $6,029-53.4% | $5,211-46.1% | $4,869-42.3% |
| Participant deferral / active EE | $6,217 | $6,958-10.7% | $6,282-1.0% | $5,287+17.6% |
| Admin fee / account holder | $16,525 | $11,765+40.5% | $9,324+77.2% | $10,132+63.1% |