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 | $81,592 | $101,069-19.3% | $81,478+0.1% | $147,584-44.7% |
| Participation rate | 77.8% | 74.5%+3.3pp | 68.0%+9.8pp | 82.8%-5.1pp |
| Annual return | 24.53% | 32.40%-7.9pp | 38.78%-14.2pp | 578.55%-554.0pp |
| Employer contribution / active EE | $7,217 | $3,205+125.2% | $2,568+181.1% | $4,876+48.0% |
| Participant deferral / active EE | $2,073 | $4,242-51.1% | $3,537-41.4% | $5,439-61.9% |
| Admin fee / account holder | $363 | $5,812-93.7% | $4,561-92.0% | $10,885-96.7% |