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 | $130,816 | $95,193+37.4% | $76,523+70.9% | $135,375-3.4% |
| Participation rate | 93.8% | 74.4%+19.4pp | 68.0%+25.8pp | 82.6%+11.1pp |
| Annual return | 8.52% | 4.85%+3.7pp | -0.27%+8.8pp | 519.73%-511.2pp |
| Employer contribution / active EE | $4,109 | $3,302+24.4% | $2,647+55.2% | $4,779-14.0% |
| Participant deferral / active EE | $8,923 | $4,639+92.3% | $3,835+132.6% | $5,609+59.1% |
| Admin fee / account holder | $1,922 | $6,249-69.2% | $4,848-60.3% | $10,827-82.2% |