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 | $86,523 | $110,261-21.5% | $95,745-9.6% | $139,434-37.9% |
| Participation rate | 80.0% | 75.8%+4.2pp | 72.3%+7.7pp | 80.3%-0.3pp |
| Annual return | 20.85% | 27.11%-6.3pp | 28.35%-7.5pp | 372.94%-352.1pp |
| Employer contribution / active EE | $966 | $3,257-70.3% | $2,835-65.9% | $4,751-79.7% |
| Participant deferral / active EE | $2,553 | $4,676-45.4% | $4,245-39.9% | $6,710-62.0% |
| Admin fee / account holder | $1,381 | $6,613-79.1% | $5,678-75.7% | $11,403-87.9% |