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 | $70,606 | $50,464+39.9% | $75,781-6.8% | $52,331+34.9% |
| Participation rate | 77.5% | 66.8%+10.7pp | 75.8%+1.6pp | 68.1%+9.4pp |
| Annual return | 1.53% | 1.03%+0.5pp | 9.68%-8.1pp | 4.54%-3.0pp |
| Employer contribution / active EE | $3,556 | $1,988+78.8% | $3,323+7.0% | $1,882+89.0% |
| Participant deferral / active EE | $5,521 | $2,570+114.8% | $3,651+51.2% | $3,022+82.7% |
| Admin fee / account holder | $316 | $1,103-71.3% | $5,299-94.0% | $592-46.6% |