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 | $86,758 | $72,492+19.7% | $87,100-0.4% | $72,985+18.9% |
| Participation rate | 77.8% | 72.8%+5.0pp | 76.9%+0.9pp | 69.5%+8.3pp |
| Annual return | 21.61% | 24.46%-2.8pp | 28.19%-6.6pp | 81.00%-59.4pp |
| Employer contribution / active EE | $1,719 | $1,894-9.2% | $2,521-31.8% | $2,440-29.6% |
| Participant deferral / active EE | $3,845 | $3,270+17.6% | $4,049-5.0% | $3,607+6.6% |
| Admin fee / account holder | $2,368 | $5,055-53.2% | $7,497-68.4% | $5,124-53.8% |