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 | $94,017 | $62,586+50.2% | $76,768+22.5% | $64,186+46.5% |
| Participation rate | 96.2% | 72.8%+23.3pp | 77.0%+19.2pp | 69.6%+26.6pp |
| Annual return | 6.93% | -1.95%+8.9pp | 2.43%+4.5pp | 7.63%-0.7pp |
| Employer contribution / active EE | $619 | $1,832-66.2% | $2,485-75.1% | $2,381-74.0% |
| Participant deferral / active EE | $3,883 | $3,145+23.5% | $3,852+0.8% | $3,470+11.9% |
| Admin fee / account holder | $839 | $4,667-82.0% | $6,675-87.4% | $4,888-82.8% |