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 | $186,396 | $135,952+37.1% | $123,892+50.5% | $273,961-32.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 5.02% | 56.63%-51.6pp | 47.52%-42.5pp | 41.45%-36.4pp |
| Employer contribution / active EE | $12,645 | $5,170+144.6% | $4,617+173.9% | $4,869+159.7% |
| Participant deferral / active EE | $5,393 | $6,343-15.0% | $5,984-9.9% | $5,287+2.0% |
| Admin fee / account holder | $50,939 | $9,817+418.9% | $8,357+509.5% | $10,132+402.8% |