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 | $151,368 | $135,952+11.3% | $123,892+22.2% | $273,961-44.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 5.33% | 56.63%-51.3pp | 47.52%-42.2pp | 41.45%-36.1pp |
| Employer contribution / active EE | $3,305 | $5,170-36.1% | $4,617-28.4% | $4,869-32.1% |
| Participant deferral / active EE | $6,954 | $6,343+9.6% | $5,984+16.2% | $5,287+31.5% |
| Admin fee / account holder | $6,464 | $9,817-34.2% | $8,357-22.7% | $10,132-36.2% |