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 | $127,177 | $99,032+28.4% | $80,019+58.9% | $135,375-6.1% |
| Participation rate | 93.8% | 78.4%+15.4pp | 75.8%+17.9pp | 82.6%+11.1pp |
| Annual return | 7.56% | 15.39%-7.8pp | 11.22%-3.7pp | 519.73%-512.2pp |
| Employer contribution / active EE | $0 | $3,043-100.0% | $2,468-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,905 | $4,282-55.5% | $3,686-48.3% | $5,609-66.0% |
| Admin fee / account holder | $1,364 | $10,436-86.9% | $6,521-79.1% | $10,827-87.4% |