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 | $195,953 | $86,929+125.4% | $102,423+91.3% | $80,856+142.3% |
| Participation rate | 90.6% | 72.4%+18.2pp | 76.5%+14.1pp | 67.6%+23.0pp |
| Annual return | 29.40% | 18.88%+10.5pp | 29.32%+0.1pp | 35.59%-6.2pp |
| Employer contribution / active EE | $6,250 | $2,369+163.8% | $3,023+106.7% | $2,755+126.9% |
| Participant deferral / active EE | $4,733 | $4,118+14.9% | $5,053-6.3% | $4,296+10.2% |
| Admin fee / account holder | $43,312 | $8,049+438.1% | $9,451+358.3% | $6,918+526.1% |