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 | $83,883 | $72,492+15.7% | $87,100-3.7% | $72,985+14.9% |
| Participation rate | 81.1% | 72.8%+8.3pp | 76.9%+4.2pp | 69.5%+11.6pp |
| Annual return | 21.19% | 24.46%-3.3pp | 28.19%-7.0pp | 81.00%-59.8pp |
| Employer contribution / active EE | $620 | $1,894-67.3% | $2,521-75.4% | $2,440-74.6% |
| Participant deferral / active EE | $3,713 | $3,270+13.6% | $4,049-8.3% | $3,607+2.9% |
| Admin fee / account holder | $7,409 | $5,055+46.6% | $7,497-1.2% | $5,124+44.6% |