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 | $86,220 | $127,386-32.3% | $115,037-25.1% | $125,391-31.2% |
| Participation rate | 80.0% | 84.2%-4.2pp | 81.4%-1.4pp | 83.2%-3.2pp |
| Annual return | -1.83% | 31.28%-33.1pp | 26.14%-28.0pp | 282.22%-284.1pp |
| Employer contribution / active EE | $11,070 | $5,166+114.3% | $4,608+140.2% | $4,866+127.5% |
| Participant deferral / active EE | $5,091 | $6,423-20.7% | $6,026-15.5% | $5,352-4.9% |
| Admin fee / account holder | $590 | $9,516-93.8% | $8,175-92.8% | $9,540-93.8% |