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 | $89,355 | $71,050+25.8% | $93,606-4.5% | $80,856+10.5% |
| Participation rate | 77.4% | 60.4%+17.0pp | 68.7%+8.7pp | 67.6%+9.8pp |
| Annual return | 14.03% | 11.26%+2.8pp | 133.20%-119.2pp | 35.59%-21.6pp |
| Employer contribution / active EE | $418 | $1,564-73.3% | $2,420-82.7% | $2,755-84.8% |
| Participant deferral / active EE | $3,018 | $4,034-25.2% | $4,411-31.6% | $4,296-29.7% |
| Admin fee / account holder | $5,583 | $6,945-19.6% | $8,285-32.6% | $6,918-19.3% |