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 | $98,861 | $60,349+63.8% | $74,183+33.3% | $62,891+57.2% |
| Participation rate | 77.1% | 72.7%+4.4pp | 76.6%+0.5pp | 69.3%+7.8pp |
| Annual return | 7.85% | 21.37%-13.5pp | 17.74%-9.9pp | 20.14%-12.3pp |
| Employer contribution / active EE | $1,979 | $1,680+17.8% | $2,370-16.5% | $2,281-13.2% |
| Participant deferral / active EE | $3,858 | $2,856+35.1% | $3,550+8.7% | $3,203+20.4% |
| Admin fee / account holder | $437 | $4,261-89.7% | $5,586-92.2% | $4,296-89.8% |