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 | $91,011 | $56,897+60.0% | $84,750+7.4% | $62,891+44.7% |
| Participation rate | 87.4% | 68.5%+18.8pp | 76.6%+10.8pp | 69.3%+18.1pp |
| Annual return | 8.47% | 6.30%+2.2pp | 22.78%-14.3pp | 20.14%-11.7pp |
| Employer contribution / active EE | $1,724 | $2,400-28.2% | $3,574-51.8% | $2,281-24.4% |
| Participant deferral / active EE | $6,293 | $2,709+132.3% | $3,712+69.5% | $3,203+96.5% |
| Admin fee / account holder | $1,020 | $3,581-71.5% | $5,332-80.9% | $4,296-76.2% |