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 | $86,657 | $116,175-25.4% | $93,606-7.4% | $152,861-43.3% |
| Participation rate | 87.0% | 78.0%+8.9pp | 75.8%+11.1pp | 82.4%+4.5pp |
| Annual return | 12.46% | 35.96%-23.5pp | 32.76%-20.3pp | 345.32%-332.9pp |
| Employer contribution / active EE | $837 | $3,218-74.0% | $2,718-69.2% | $4,762-82.4% |
| Participant deferral / active EE | $3,567 | $4,603-22.5% | $4,069-12.3% | $5,850-39.0% |
| Admin fee / account holder | $1,103 | $10,748-89.7% | $7,888-86.0% | $11,596-90.5% |