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 | $209,817 | $133,922+56.7% | $116,228+80.5% | $142,382+47.4% |
| Participation rate | 85.7% | 77.9%+7.9pp | 74.6%+11.2pp | 80.1%+5.6pp |
| Annual return | 11.77% | 147.76%-136.0pp | 90.06%-78.3pp | 217.08%-205.3pp |
| Employer contribution / active EE | $2,980 | $3,446-13.5% | $2,994-0.5% | $4,299-30.7% |
| Participant deferral / active EE | $10,389 | $5,672+83.2% | $4,953+109.7% | $6,507+59.6% |
| Admin fee / account holder | $23,468 | $14,945+57.0% | $11,989+95.7% | $12,624+85.9% |