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 | $132,726 | $71,050+86.8% | $93,606+41.8% | $80,856+64.1% |
| Participation rate | 90.6% | 60.4%+30.2pp | 68.7%+21.9pp | 67.6%+23.0pp |
| Annual return | 15.13% | 11.26%+3.9pp | 133.20%-118.1pp | 35.59%-20.5pp |
| Employer contribution / active EE | $2,181 | $1,564+39.5% | $2,420-9.9% | $2,755-20.8% |
| Participant deferral / active EE | $6,418 | $4,034+59.1% | $4,411+45.5% | $4,296+49.4% |
| Admin fee / account holder | $7,623 | $6,945+9.8% | $8,285-8.0% | $6,918+10.2% |