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 | $97,729 | $54,762+78.5% | $90,281+8.2% | $72,985+33.9% |
| Participation rate | 77.3% | 65.1%+12.1pp | 73.3%+4.0pp | 69.5%+7.8pp |
| Annual return | 25.02% | 30.63%-5.6pp | 78.10%-53.1pp | 81.00%-56.0pp |
| Employer contribution / active EE | $870 | $2,092-58.4% | $2,854-69.5% | $2,440-64.3% |
| Participant deferral / active EE | $3,079 | $2,887+6.6% | $3,885-20.8% | $3,607-14.7% |
| Admin fee / account holder | $3,517 | $3,972-11.5% | $5,351-34.3% | $5,124-31.4% |