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 | $95,651 | $81,460+17.4% | $103,333-7.4% | $80,856+18.3% |
| Participation rate | 79.3% | 66.8%+12.5pp | 74.5%+4.8pp | 67.6%+11.7pp |
| Annual return | 13.49% | 25.55%-12.1pp | 24.88%-11.4pp | 35.59%-22.1pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,868-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,794 | $3,869-1.9% | $5,057-25.0% | $4,296-11.7% |
| Admin fee / account holder | $38,567 | $6,566+487.3% | $8,355+361.6% | $6,918+457.5% |