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 5-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 | $223,145 | $109,413+103.9% | $156,263+42.8% | $84,808+163.1% |
| Participation rate | 90.4% | 72.7%+17.7pp | 78.9%+11.5pp | 68.3%+22.1pp |
| Annual return | 22.08% | 20.18%+1.9pp | 59.47%-37.4pp | 40.90%-18.8pp |
| Employer contribution / active EE | $7,396 | $2,907+154.4% | $4,333+70.7% | $2,631+181.1% |
| Participant deferral / active EE | $14,858 | $4,590+223.7% | $6,158+141.3% | $4,212+252.8% |
| Admin fee / account holder | $20,112 | $9,357+114.9% | $14,255+41.1% | $7,344+173.9% |