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 | $88,663 | $93,071-4.7% | $74,583+18.9% | $273,961-67.6% |
| Participation rate | 83.3% | 74.9%+8.4pp | 68.1%+15.2pp | 83.0%+0.3pp |
| Annual return | 6.56% | 26.18%-19.6pp | 20.47%-13.9pp | 41.45%-34.9pp |
| Employer contribution / active EE | $667 | $3,160-78.9% | $2,525-73.6% | $4,869-86.3% |
| Participant deferral / active EE | $3,327 | $4,160-20.0% | $3,458-3.8% | $5,287-37.1% |
| Admin fee / account holder | $489 | $5,272-90.7% | $4,138-88.2% | $10,132-95.2% |