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 | $71,755 | $97,757-26.6% | $83,848-14.4% | $135,375-47.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 4.58% | 1287.37%-1282.8pp | 850.88%-846.3pp | 519.73%-515.2pp |
| Employer contribution / active EE | $5,250 | $4,222+24.4% | $3,631+44.6% | $4,779+9.9% |
| Participant deferral / active EE | $1,926 | $4,682-58.9% | $4,082-52.8% | $5,609-65.7% |
| Admin fee / account holder | $91,047 | $6,674+1264.2% | $5,478+1562.0% | $10,827+740.9% |