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 | $95,892 | $63,764+50.4% | $81,930+17.0% | $79,858+20.1% |
| Participation rate | 70.3% | 67.5%+2.8pp | 72.0%-1.7pp | 69.6%+0.6pp |
| Annual return | 12.90% | 22.66%-9.8pp | 29.49%-16.6pp | 31.71%-18.8pp |
| Employer contribution / active EE | $454 | $1,795-74.7% | $4,310-89.5% | $2,471-81.6% |
| Participant deferral / active EE | $2,597 | $2,780-6.6% | $7,107-63.5% | $3,740-30.6% |
| Admin fee / account holder | $1,572 | $4,426-64.5% | $5,158-69.5% | $5,306-70.4% |