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 | $92,322 | $72,492+27.4% | $87,100+6.0% | $72,985+26.5% |
| Participation rate | 80.0% | 72.8%+7.2pp | 76.9%+3.1pp | 69.5%+10.5pp |
| Annual return | 21.27% | 24.46%-3.2pp | 28.19%-6.9pp | 81.00%-59.7pp |
| Employer contribution / active EE | $1,834 | $1,894-3.2% | $2,521-27.3% | $2,440-24.8% |
| Participant deferral / active EE | $2,867 | $3,270-12.3% | $4,049-29.2% | $3,607-20.5% |
| Admin fee / account holder | $3,217 | $5,055-36.3% | $7,497-57.1% | $5,124-37.2% |