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 | $68,300 | $81,460-16.2% | $103,333-33.9% | $80,856-15.5% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 10.54% | 25.55%-15.0pp | 24.88%-14.3pp | 35.59%-25.1pp |
| Employer contribution / active EE | $7,561 | $3,105+143.5% | $3,868+95.5% | $2,755+174.5% |
| Participant deferral / active EE | $4,826 | $3,869+24.7% | $5,057-4.6% | $4,296+12.3% |
| Admin fee / account holder | $15,390 | $6,566+134.4% | $8,355+84.2% | $6,918+122.5% |