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 | $86,103 | $66,098+30.3% | $101,794-15.4% | $74,304+15.9% |
| Participation rate | 71.0% | 53.8%+17.2pp | 69.2%+1.8pp | 60.3%+10.7pp |
| Annual return | 14.17% | 19.59%-5.4pp | 30.53%-16.4pp | 29.43%-15.3pp |
| Employer contribution / active EE | $891 | $1,082-17.6% | $2,289-61.1% | $2,241-60.2% |
| Participant deferral / active EE | $3,556 | $2,781+27.9% | $4,084-12.9% | $3,767-5.6% |
| Admin fee / account holder | $6,967 | $4,146+68.1% | $8,777-20.6% | $2,969+134.7% |