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 | $140,890 | $135,952+3.6% | $123,892+13.7% | $273,961-48.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 5.39% | 56.63%-51.2pp | 47.52%-42.1pp | 41.45%-36.1pp |
| Employer contribution / active EE | $9,000 | $5,170+74.1% | $4,617+94.9% | $4,869+84.9% |
| Participant deferral / active EE | $4,556 | $6,343-28.2% | $5,984-23.9% | $5,287-13.8% |
| Admin fee / account holder | $11,080 | $9,817+12.9% | $8,357+32.6% | $10,132+9.4% |