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 | $122,814 | $60,022+104.6% | $88,946+38.1% | $84,808+44.8% |
| Participation rate | 84.6% | 57.8%+26.8pp | 68.8%+15.8pp | 68.3%+16.3pp |
| Annual return | 14.65% | 22.43%-7.8pp | 57.82%-43.2pp | 40.90%-26.2pp |
| Employer contribution / active EE | $2,889 | $1,703+69.6% | $2,555+13.1% | $2,631+9.8% |
| Participant deferral / active EE | $5,267 | $3,114+69.2% | $4,581+15.0% | $4,212+25.1% |
| Admin fee / account holder | $860 | $4,811-82.1% | $8,261-89.6% | $7,344-88.3% |