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 | $190,950 | $135,952+40.5% | $123,892+54.1% | $273,961-30.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.15% | 56.63%-50.5pp | 47.52%-41.4pp | 41.45%-35.3pp |
| Employer contribution / active EE | $1,893 | $5,170-63.4% | $4,617-59.0% | $4,869-61.1% |
| Participant deferral / active EE | $7,724 | $6,343+21.8% | $5,984+29.1% | $5,287+46.1% |
| Admin fee / account holder | $18,900 | $9,817+92.5% | $8,357+126.2% | $10,132+86.5% |