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 8-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 | $84,770 | $99,032-14.4% | $80,019+5.9% | $135,375-37.4% |
| Participation rate | 77.8% | 78.4%-0.6pp | 75.8%+1.9pp | 82.6%-4.9pp |
| Annual return | 0.00% | 15.39%-15.4pp | 11.22%-11.2pp | 519.73%-519.7pp |
| Employer contribution / active EE | $2,580 | $3,043-15.2% | $2,468+4.5% | $4,779-46.0% |
| Participant deferral / active EE | $6,871 | $4,282+60.5% | $3,686+86.4% | $5,609+22.5% |
| Admin fee / account holder | $557 | $10,436-94.7% | $6,521-91.5% | $10,827-94.9% |