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 | $72,354 | $95,416-24.2% | $185,823-61.1% | $85,850-15.7% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 13.42% | 23.59%-10.2pp | 122.05%-108.6pp | 318.53%-305.1pp |
| Employer contribution / active EE | $5,081 | $3,314+53.3% | $5,167-1.7% | $2,565+98.1% |
| Participant deferral / active EE | $2,760 | $3,423-19.4% | $5,568-50.4% | $3,952-30.2% |
| Admin fee / account holder | $75,827 | $7,213+951.3% | $16,237+367.0% | $6,260+1111.3% |