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 | $127,950 | $72,277+77.0% | $101,248+26.4% | $79,858+60.2% |
| Participation rate | 85.7% | 68.5%+17.3pp | 75.8%+9.9pp | 69.6%+16.1pp |
| Annual return | 11.70% | 22.30%-10.6pp | 46.47%-34.8pp | 31.71%-20.0pp |
| Employer contribution / active EE | $844 | $2,692-68.6% | $3,660-76.9% | $2,471-65.8% |
| Participant deferral / active EE | $7,789 | $3,282+137.4% | $4,370+78.2% | $3,740+108.3% |
| Admin fee / account holder | $2,297 | $4,400-47.8% | $5,945-61.4% | $5,306-56.7% |