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 | $97,090 | $135,952-28.6% | $123,892-21.6% | $273,961-64.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.51% | 56.63%-50.1pp | 47.52%-41.0pp | 41.45%-34.9pp |
| Employer contribution / active EE | $4,946 | $5,170-4.3% | $4,617+7.1% | $4,869+1.6% |
| Participant deferral / active EE | $4,860 | $6,343-23.4% | $5,984-18.8% | $5,287-8.1% |
| Admin fee / account holder | $1,205 | $9,817-87.7% | $8,357-85.6% | $10,132-88.1% |