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 | $83,273 | $56,897+46.4% | $84,750-1.7% | $62,891+32.4% |
| Participation rate | 72.1% | 68.5%+3.6pp | 76.6%-4.5pp | 69.3%+2.8pp |
| Annual return | 8.10% | 6.30%+1.8pp | 22.78%-14.7pp | 20.14%-12.0pp |
| Employer contribution / active EE | $661 | $2,400-72.5% | $3,574-81.5% | $2,281-71.0% |
| Participant deferral / active EE | $2,597 | $2,709-4.1% | $3,712-30.0% | $3,203-18.9% |
| Admin fee / account holder | $9,614 | $3,581+168.5% | $5,332+80.3% | $4,296+123.8% |