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 | $130,286 | $64,480+102.1% | $81,382+60.1% | $80,856+61.1% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.5%+30.5pp | 67.6%+32.4pp |
| Annual return | 10.67% | 16.34%-5.7pp | 24.73%-14.1pp | 35.59%-24.9pp |
| Employer contribution / active EE | $5,880 | $1,978+197.2% | $2,463+138.8% | $2,755+113.4% |
| Participant deferral / active EE | $6,749 | $3,094+118.2% | $3,883+73.8% | $4,296+57.1% |
| Admin fee / account holder | $10,914 | $5,671+92.5% | $5,768+89.2% | $6,918+57.8% |