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 | $212,256 | $109,881+93.2% | $150,045+41.5% | $84,808+150.3% |
| Participation rate | 93.3% | 76.1%+17.2pp | 82.3%+11.0pp | 68.3%+25.0pp |
| Annual return | 15.72% | 28.25%-12.5pp | 62.55%-46.8pp | 40.90%-25.2pp |
| Employer contribution / active EE | $4,680 | $3,561+31.4% | $4,693-0.3% | $2,631+77.9% |
| Participant deferral / active EE | $10,834 | $6,636+63.3% | $7,997+35.5% | $4,212+157.2% |
| Admin fee / account holder | $2,077 | $8,568-75.8% | $13,435-84.5% | $7,344-71.7% |