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 | $198,542 | $95,803+107.2% | $113,168+75.4% | $84,808+134.1% |
| Participation rate | 94.4% | 72.9%+21.6pp | 76.6%+17.9pp | 68.3%+26.1pp |
| Annual return | 15.41% | 25.00%-9.6pp | 24.27%-8.9pp | 40.90%-25.5pp |
| Employer contribution / active EE | $5,934 | $2,360+151.4% | $2,975+99.4% | $2,631+125.5% |
| Participant deferral / active EE | $8,247 | $4,242+94.4% | $5,107+61.5% | $4,212+95.8% |
| Admin fee / account holder | $31,731 | $8,989+253.0% | $12,068+162.9% | $7,344+332.1% |