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 | $82,249 | $62,586+31.4% | $76,768+7.1% | $64,186+28.1% |
| Participation rate | 89.9% | 72.8%+17.1pp | 77.0%+12.9pp | 69.6%+20.3pp |
| Annual return | 6.83% | -1.95%+8.8pp | 2.43%+4.4pp | 7.63%-0.8pp |
| Employer contribution / active EE | $633 | $1,832-65.5% | $2,485-74.5% | $2,381-73.4% |
| Participant deferral / active EE | $1,820 | $3,145-42.1% | $3,852-52.7% | $3,470-47.5% |
| Admin fee / account holder | $5,062 | $4,667+8.5% | $6,675-24.2% | $4,888+3.6% |