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 | $234,279 | $135,952+72.3% | $123,892+89.1% | $273,961-14.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 4.88% | 56.63%-51.7pp | 47.52%-42.6pp | 41.45%-36.6pp |
| Employer contribution / active EE | $4,422 | $5,170-14.5% | $4,617-4.2% | $4,869-9.2% |
| Participant deferral / active EE | $15,867 | $6,343+150.2% | $5,984+165.2% | $5,287+200.1% |
| Admin fee / account holder | $2,255 | $9,817-77.0% | $8,357-73.0% | $10,132-77.7% |