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 | $94,041 | $104,664-10.2% | $85,682+9.8% | $167,490-43.9% |
| Participation rate | 81.8% | 76.4%+5.5pp | 69.9%+12.0pp | 82.1%-0.3pp |
| Annual return | 13.56% | 21.45%-7.9pp | 21.49%-7.9pp | 478.56%-465.0pp |
| Employer contribution / active EE | $719 | $3,337-78.5% | $2,618-72.6% | $4,837-85.1% |
| Participant deferral / active EE | $3,035 | $4,824-37.1% | $3,923-22.6% | $6,341-52.1% |
| Admin fee / account holder | $2,257 | $10,032-77.5% | $6,873-67.2% | $12,309-81.7% |