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 | $74,978 | $60,349+24.2% | $74,183+1.1% | $62,891+19.2% |
| Participation rate | 75.4% | 72.7%+2.7pp | 76.6%-1.2pp | 69.3%+6.1pp |
| Annual return | 7.22% | 21.37%-14.2pp | 17.74%-10.5pp | 20.14%-12.9pp |
| Employer contribution / active EE | $548 | $1,680-67.4% | $2,370-76.9% | $2,281-76.0% |
| Participant deferral / active EE | $2,441 | $2,856-14.5% | $3,550-31.2% | $3,203-23.8% |
| Admin fee / account holder | $5,276 | $4,261+23.8% | $5,586-5.5% | $4,296+22.8% |