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 | $95,705 | $76,552+25.0% | $123,892-22.8% | $62,891+52.2% |
| Participation rate | 74.4% | 73.0%+1.5pp | 81.4%-7.0pp | 69.3%+5.1pp |
| Annual return | 6.52% | 18.68%-12.2pp | 47.52%-41.0pp | 20.14%-13.6pp |
| Employer contribution / active EE | $3,098 | $2,883+7.5% | $4,617-32.9% | $2,281+35.8% |
| Participant deferral / active EE | $6,481 | $4,840+33.9% | $5,984+8.3% | $3,203+102.3% |
| Admin fee / account holder | $2,571 | $4,826-46.7% | $8,357-69.2% | $4,296-40.1% |