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 5-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 | $123,860 | $71,050+74.3% | $93,606+32.3% | $80,856+53.2% |
| Participation rate | 79.3% | 60.4%+18.9pp | 68.7%+10.6pp | 67.6%+11.7pp |
| Annual return | 15.93% | 11.26%+4.7pp | 133.20%-117.3pp | 35.59%-19.7pp |
| Employer contribution / active EE | $2,637 | $1,564+68.6% | $2,420+9.0% | $2,755-4.3% |
| Participant deferral / active EE | $7,180 | $4,034+78.0% | $4,411+62.8% | $4,296+67.2% |
| Admin fee / account holder | $465 | $6,945-93.3% | $8,285-94.4% | $6,918-93.3% |