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 | $128,214 | $63,764+101.1% | $81,930+56.5% | $79,858+60.6% |
| Participation rate | 86.7% | 67.5%+19.2pp | 72.0%+14.7pp | 69.6%+17.0pp |
| Annual return | 11.09% | 22.66%-11.6pp | 29.49%-18.4pp | 31.71%-20.6pp |
| Employer contribution / active EE | $420 | $1,795-76.6% | $4,310-90.3% | $2,471-83.0% |
| Participant deferral / active EE | $6,910 | $2,780+148.5% | $7,107-2.8% | $3,740+84.8% |
| Admin fee / account holder | $7,300 | $4,426+64.9% | $5,158+41.5% | $5,306+37.6% |