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 | $98,390 | $58,577+68.0% | $83,333+18.1% | $64,186+53.3% |
| Participation rate | 78.7% | 72.0%+6.7pp | 77.8%+0.9pp | 69.6%+9.1pp |
| Annual return | 3.73% | 9.65%-5.9pp | 10.63%-6.9pp | 7.63%-3.9pp |
| Employer contribution / active EE | $1,416 | $2,098-32.5% | $3,379-58.1% | $2,381-40.5% |
| Participant deferral / active EE | $4,658 | $4,654+0.1% | $5,565-16.3% | $3,470+34.3% |
| Admin fee / account holder | $3,219 | $9,275-65.3% | $7,510-57.1% | $4,888-34.1% |