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 7-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 | $97,408 | $65,365+49.0% | $92,893+4.9% | $72,985+33.5% |
| Participation rate | 76.5% | 68.3%+8.2pp | 76.0%+0.5pp | 69.5%+7.0pp |
| Annual return | 18.35% | 42.10%-23.7pp | 109.41%-91.1pp | 81.00%-62.6pp |
| Employer contribution / active EE | $1,087 | $2,594-58.1% | $3,653-70.2% | $2,440-55.5% |
| Participant deferral / active EE | $3,910 | $3,128+25.0% | $4,236-7.7% | $3,607+8.4% |
| Admin fee / account holder | $2,195 | $4,251-48.4% | $5,794-62.1% | $5,124-57.2% |