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 | $86,091 | $62,586+37.6% | $76,768+12.1% | $64,186+34.1% |
| Participation rate | 93.5% | 72.8%+20.7pp | 77.0%+16.6pp | 69.6%+24.0pp |
| Annual return | 8.39% | -1.95%+10.3pp | 2.43%+6.0pp | 7.63%+0.8pp |
| Employer contribution / active EE | $490 | $1,832-73.3% | $2,485-80.3% | $2,381-79.4% |
| Participant deferral / active EE | $3,311 | $3,145+5.3% | $3,852-14.0% | $3,470-4.6% |
| Admin fee / account holder | $1,398 | $4,667-70.0% | $6,675-79.1% | $4,888-71.4% |