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 | $94,146 | $135,952-30.8% | $123,892-24.0% | $273,961-65.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 5.84% | 56.63%-50.8pp | 47.52%-41.7pp | 41.45%-35.6pp |
| Employer contribution / active EE | $2,516 | $5,170-51.3% | $4,617-45.5% | $4,869-48.3% |
| Participant deferral / active EE | $5,753 | $6,343-9.3% | $5,984-3.9% | $5,287+8.8% |
| Admin fee / account holder | $1,504 | $9,817-84.7% | $8,357-82.0% | $10,132-85.2% |