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 | $131,355 | $86,929+51.1% | $102,423+28.2% | $80,856+62.5% |
| Participation rate | 72.0% | 72.4%-0.4pp | 76.5%-4.5pp | 67.6%+4.4pp |
| Annual return | 21.44% | 18.88%+2.6pp | 29.32%-7.9pp | 35.59%-14.2pp |
| Employer contribution / active EE | $3,004 | $2,369+26.8% | $3,023-0.6% | $2,755+9.0% |
| Participant deferral / active EE | $6,237 | $4,118+51.4% | $5,053+23.4% | $4,296+45.2% |
| Admin fee / account holder | $11,127 | $8,049+38.2% | $9,451+17.7% | $6,918+60.8% |