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 | $130,873 | $94,625+38.3% | $116,228+12.6% | $84,808+54.3% |
| Participation rate | 94.9% | 70.4%+24.4pp | 74.6%+20.3pp | 68.3%+26.6pp |
| Annual return | 15.83% | 20.40%-4.6pp | 90.06%-74.2pp | 40.90%-25.1pp |
| Employer contribution / active EE | $3,718 | $2,347+58.5% | $2,994+24.2% | $2,631+41.3% |
| Participant deferral / active EE | $5,747 | $3,972+44.7% | $4,953+16.0% | $4,212+36.4% |
| Admin fee / account holder | $15,154 | $10,091+50.2% | $11,989+26.4% | $7,344+106.3% |