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 | $87,717 | $95,266-7.9% | $82,389+6.5% | $142,382-38.4% |
| Participation rate | 87.5% | 74.5%+13.0pp | 69.5%+18.0pp | 80.1%+7.4pp |
| Annual return | 17.90% | 25.74%-7.8pp | 28.67%-10.8pp | 217.08%-199.2pp |
| Employer contribution / active EE | $3,279 | $2,991+9.6% | $2,517+30.3% | $4,299-23.7% |
| Participant deferral / active EE | $6,751 | $4,809+40.4% | $4,155+62.5% | $6,507+3.7% |
| Admin fee / account holder | $478 | $8,563-94.4% | $7,231-93.4% | $12,624-96.2% |