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 | $79,349 | $56,897+39.5% | $84,750-6.4% | $62,891+26.2% |
| Participation rate | 74.1% | 68.5%+5.5pp | 76.6%-2.5pp | 69.3%+4.8pp |
| Annual return | 5.49% | 6.30%-0.8pp | 22.78%-17.3pp | 20.14%-14.7pp |
| Employer contribution / active EE | $2,631 | $2,400+9.6% | $3,574-26.4% | $2,281+15.3% |
| Participant deferral / active EE | $4,293 | $2,709+58.5% | $3,712+15.7% | $3,203+34.0% |
| Admin fee / account holder | $2,955 | $3,581-17.5% | $5,332-44.6% | $4,296-31.2% |