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 6-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 | $92,171 | $61,660+49.5% | $80,019+15.2% | $64,186+43.6% |
| Participation rate | 76.5% | 71.7%+4.8pp | 75.8%+0.6pp | 69.6%+6.9pp |
| Annual return | 10.80% | -0.33%+11.1pp | 11.22%-0.4pp | 7.63%+3.2pp |
| Employer contribution / active EE | $0 | $1,810-100.0% | $2,468-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,595 | $2,968+54.8% | $3,686+24.7% | $3,470+32.4% |
| Admin fee / account holder | $23,189 | $5,417+328.1% | $6,521+255.6% | $4,888+374.4% |