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 | $199,742 | $86,929+129.8% | $102,423+95.0% | $80,856+147.0% |
| Participation rate | 82.8% | 72.4%+10.4pp | 76.5%+6.3pp | 67.6%+15.2pp |
| Annual return | 15.02% | 18.88%-3.9pp | 29.32%-14.3pp | 35.59%-20.6pp |
| Employer contribution / active EE | $3,966 | $2,369+67.4% | $3,023+31.2% | $2,755+44.0% |
| Participant deferral / active EE | $6,508 | $4,118+58.0% | $5,053+28.8% | $4,296+51.5% |
| Admin fee / account holder | $31,429 | $8,049+290.5% | $9,451+232.6% | $6,918+354.3% |