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 | $240,632 | $135,952+77.0% | $123,892+94.2% | $273,961-12.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.22% | 56.63%-49.4pp | 47.52%-40.3pp | 41.45%-34.2pp |
| Employer contribution / active EE | $6,656 | $5,170+28.7% | $4,617+44.2% | $4,869+36.7% |
| Participant deferral / active EE | $5,101 | $6,343-19.6% | $5,984-14.8% | $5,287-3.5% |
| Admin fee / account holder | $3,158 | $9,817-67.8% | $8,357-62.2% | $10,132-68.8% |