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 | $72,985 | $127,386-42.7% | $115,037-36.6% | $125,391-41.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 0.09% | 31.28%-31.2pp | 26.14%-26.0pp | 282.22%-282.1pp |
| Employer contribution / active EE | $6,964 | $5,166+34.8% | $4,608+51.1% | $4,866+43.1% |
| Participant deferral / active EE | $10,875 | $6,423+69.3% | $6,026+80.5% | $5,352+103.2% |
| Admin fee / account holder | $22,939 | $9,516+141.0% | $8,175+180.6% | $9,540+140.4% |