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 | $75,298 | $39,122+92.5% | $57,179+31.7% | $62,891+19.7% |
| Participation rate | 78.9% | 70.5%+8.4pp | 75.3%+3.6pp | 69.3%+9.6pp |
| Annual return | 6.30% | 9.23%-2.9pp | 14.59%-8.3pp | 20.14%-13.8pp |
| Employer contribution / active EE | $1,726 | $1,874-7.9% | $2,682-35.6% | $2,281-24.3% |
| Participant deferral / active EE | $3,599 | $2,374+51.6% | $3,096+16.3% | $3,203+12.4% |
| Admin fee / account holder | $8,023 | $2,592+209.5% | $3,139+155.6% | $4,296+86.8% |