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 | $87,568 | $98,240-10.9% | $82,313+6.4% | $147,584-40.7% |
| Participation rate | 95.0% | 79.7%+15.3pp | 76.9%+18.1pp | 82.8%+12.2pp |
| Annual return | 11.77% | 30.85%-19.1pp | 25.88%-14.1pp | 578.55%-566.8pp |
| Employer contribution / active EE | $926 | $3,192-71.0% | $2,428-61.9% | $4,876-81.0% |
| Participant deferral / active EE | $2,871 | $4,383-34.5% | $3,706-22.5% | $5,439-47.2% |
| Admin fee / account holder | $13,684 | $8,563+59.8% | $5,608+144.0% | $10,885+25.7% |