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 | $55,512 | $80,717-31.2% | $154,803-64.1% | $84,808-34.5% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 13.54% | 37.96%-24.4pp | 58.88%-45.3pp | 40.90%-27.4pp |
| Employer contribution / active EE | $6,500 | $2,761+135.4% | $4,305+51.0% | $2,631+147.0% |
| Participant deferral / active EE | $6,994 | $3,303+111.7% | $5,540+26.2% | $4,212+66.1% |
| Admin fee / account holder | $96,796 | $6,746+1334.9% | $14,329+575.5% | $7,344+1218.1% |