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 | $93,590 | $67,606+38.4% | $82,313+13.7% | $70,131+33.4% |
| Participation rate | 75.7% | 72.8%+2.9pp | 76.9%-1.2pp | 69.5%+6.1pp |
| Annual return | 19.63% | 21.57%-1.9pp | 25.88%-6.2pp | 73.14%-53.5pp |
| Employer contribution / active EE | $941 | $1,755-46.4% | $2,428-61.3% | $2,342-59.8% |
| Participant deferral / active EE | $2,977 | $2,987-0.3% | $3,706-19.7% | $3,332-10.6% |
| Admin fee / account holder | $1,814 | $4,512-59.8% | $5,608-67.7% | $4,645-61.0% |