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 | $193,937 | $135,952+42.7% | $123,892+56.5% | $273,961-29.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.32% | 56.63%-50.3pp | 47.52%-41.2pp | 41.45%-35.1pp |
| Employer contribution / active EE | $2,500 | $5,170-51.6% | $4,617-45.9% | $4,869-48.7% |
| Participant deferral / active EE | $11,400 | $6,343+79.7% | $5,984+90.5% | $5,287+115.6% |
| Admin fee / account holder | $2,848 | $9,817-71.0% | $8,357-65.9% | $10,132-71.9% |