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 | $233,399 | $135,952+71.7% | $123,892+88.4% | $273,961-14.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 5.91% | 56.63%-50.7pp | 47.52%-41.6pp | 41.45%-35.5pp |
| Employer contribution / active EE | $4,581 | $5,170-11.4% | $4,617-0.8% | $4,869-5.9% |
| Participant deferral / active EE | $6,547 | $6,343+3.2% | $5,984+9.4% | $5,287+23.8% |
| Admin fee / account holder | $10,000 | $9,817+1.9% | $8,357+19.7% | $10,132-1.3% |