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 | $93,503 | $58,512+59.8% | $84,015+11.3% | $72,985+28.1% |
| Participation rate | 85.9% | 61.2%+24.7pp | 69.0%+16.9pp | 69.5%+16.5pp |
| Annual return | 18.34% | 28.93%-10.6pp | 71.31%-53.0pp | 81.00%-62.7pp |
| Employer contribution / active EE | $961 | $1,163-17.4% | $1,983-51.6% | $2,440-60.6% |
| Participant deferral / active EE | $3,488 | $2,394+45.7% | $3,239+7.7% | $3,607-3.3% |
| Admin fee / account holder | $7,426 | $4,569+62.5% | $6,101+21.7% | $5,124+44.9% |