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 | $87,671 | $148,978-41.2% | $200,582-56.3% | $84,808+3.4% |
| Participation rate | 96.7% | 84.2%+12.5pp | 86.9%+9.8pp | 68.3%+28.4pp |
| Annual return | 16.36% | 28.16%-11.8pp | 42.33%-26.0pp | 40.90%-24.5pp |
| Employer contribution / active EE | $2,916 | $4,815-39.4% | $6,419-54.6% | $2,631+10.8% |
| Participant deferral / active EE | $3,763 | $7,142-47.3% | $9,331-59.7% | $4,212-10.7% |
| Admin fee / account holder | $2,423 | $13,977-82.7% | $16,305-85.1% | $7,344-67.0% |