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 | $74,946 | $94,529-20.7% | $140,016-46.5% | $64,186+16.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | 17.49% | 7.77%+9.7pp | 651.12%-633.6pp | 7.63%+9.9pp |
| Employer contribution / active EE | $4,515 | $3,812+18.4% | $5,606-19.5% | $2,381+89.6% |
| Participant deferral / active EE | $0 | $5,250-100.0% | $6,927-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,171 | $6,741-82.6% | $10,705-89.1% | $4,888-76.0% |