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 | $225,759 | $135,952+66.1% | $123,892+82.2% | $273,961-17.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.23% | 56.63%-50.4pp | 47.52%-41.3pp | 41.45%-35.2pp |
| Employer contribution / active EE | $2,631 | $5,170-49.1% | $4,617-43.0% | $4,869-46.0% |
| Participant deferral / active EE | $10,164 | $6,343+60.3% | $5,984+69.9% | $5,287+92.2% |
| Admin fee / account holder | $3,257 | $9,817-66.8% | $8,357-61.0% | $10,132-67.9% |