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 9-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 | $213,047 | $109,413+94.7% | $156,263+36.3% | $84,808+151.2% |
| Participation rate | 71.4% | 72.7%-1.3pp | 78.9%-7.5pp | 68.3%+3.1pp |
| Annual return | 16.87% | 20.18%-3.3pp | 59.47%-42.6pp | 40.90%-24.0pp |
| Employer contribution / active EE | $2,980 | $2,907+2.5% | $4,333-31.2% | $2,631+13.3% |
| Participant deferral / active EE | $7,428 | $4,590+61.8% | $6,158+20.6% | $4,212+76.4% |
| Admin fee / account holder | $1,109 | $9,357-88.1% | $14,255-92.2% | $7,344-84.9% |