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 | $77,876 | $127,386-38.9% | $115,037-32.3% | $125,391-37.9% |
| Participation rate | 85.7% | 84.2%+1.6pp | 81.4%+4.3pp | 83.2%+2.5pp |
| Annual return | 0.03% | 31.28%-31.2pp | 26.14%-26.1pp | 282.22%-282.2pp |
| Employer contribution / active EE | $11,013 | $5,166+113.2% | $4,608+139.0% | $4,866+126.3% |
| Participant deferral / active EE | $7,660 | $6,423+19.3% | $6,026+27.1% | $5,352+43.1% |
| Admin fee / account holder | $451 | $9,516-95.3% | $8,175-94.5% | $9,540-95.3% |