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 | $87,566 | $88,707-1.3% | $74,183+18.0% | $273,961-68.0% |
| Participation rate | 95.5% | 79.4%+16.0pp | 76.6%+18.8pp | 83.0%+12.4pp |
| Annual return | 8.58% | 11.94%-3.4pp | 17.74%-9.2pp | 41.45%-32.9pp |
| Employer contribution / active EE | $915 | $3,159-71.0% | $2,370-61.4% | $4,869-81.2% |
| Participant deferral / active EE | $7,574 | $4,212+79.8% | $3,550+113.4% | $5,287+43.2% |
| Admin fee / account holder | $14,212 | $8,717+63.0% | $5,586+154.4% | $10,132+40.3% |