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 | $73,711 | $211,958-65.2% | $169,463-56.5% | $135,375-45.6% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 4.77% | 3.26%+1.5pp | 1.83%+2.9pp | 519.73%-515.0pp |
| Employer contribution / active EE | $39,128 | $5,120+664.3% | $4,159+840.8% | $4,779+718.8% |
| Participant deferral / active EE | $38,348 | $6,075+531.2% | $5,277+626.7% | $5,609+583.7% |
| Admin fee / account holder | $1,271,609 | $11,471+10985.6% | $9,109+13859.7% | $10,827+11644.7% |