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 | $87,786 | $62,586+40.3% | $76,768+14.4% | $64,186+36.8% |
| Participation rate | 94.6% | 72.8%+21.8pp | 77.0%+17.7pp | 69.6%+25.1pp |
| Annual return | 8.74% | -1.95%+10.7pp | 2.43%+6.3pp | 7.63%+1.1pp |
| Employer contribution / active EE | $788 | $1,832-57.0% | $2,485-68.3% | $2,381-66.9% |
| Participant deferral / active EE | $3,059 | $3,145-2.7% | $3,852-20.6% | $3,470-11.8% |
| Admin fee / account holder | $13,147 | $4,667+181.7% | $6,675+97.0% | $4,888+169.0% |