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 | $215,917 | $100,773+114.3% | $88,946+142.8% | $142,382+51.6% |
| Participation rate | 75.0% | 74.3%+0.7pp | 68.8%+6.2pp | 80.1%-5.1pp |
| Annual return | 17.61% | 70.18%-52.6pp | 57.82%-40.2pp | 217.08%-199.5pp |
| Employer contribution / active EE | $5,932 | $2,918+103.3% | $2,555+132.2% | $4,299+38.0% |
| Participant deferral / active EE | $6,089 | $5,230+16.4% | $4,581+32.9% | $6,507-6.4% |
| Admin fee / account holder | $2,593 | $9,693-73.2% | $8,261-68.6% | $12,624-79.5% |