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 | $96,081 | $81,460+17.9% | $103,333-7.0% | $80,856+18.8% |
| Participation rate | 88.2% | 66.8%+21.4pp | 74.5%+13.7pp | 67.6%+20.6pp |
| Annual return | 14.39% | 25.55%-11.2pp | 24.88%-10.5pp | 35.59%-21.2pp |
| Employer contribution / active EE | $871 | $3,105-71.9% | $3,868-77.5% | $2,755-68.4% |
| Participant deferral / active EE | $2,963 | $3,869-23.4% | $5,057-41.4% | $4,296-31.0% |
| Admin fee / account holder | $5,024 | $6,566-23.5% | $8,355-39.9% | $6,918-27.4% |