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 | $87,785 | $62,586+40.3% | $76,768+14.4% | $64,186+36.8% |
| Participation rate | 98.0% | 72.8%+25.1pp | 77.0%+21.0pp | 69.6%+28.4pp |
| Annual return | 10.41% | -1.95%+12.4pp | 2.43%+8.0pp | 7.63%+2.8pp |
| Employer contribution / active EE | $2,772 | $1,832+51.3% | $2,485+11.6% | $2,381+16.4% |
| Participant deferral / active EE | $5,085 | $3,145+61.7% | $3,852+32.0% | $3,470+46.6% |
| Admin fee / account holder | $2,903 | $4,667-37.8% | $6,675-56.5% | $4,888-40.6% |