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 | $81,579 | $82,032-0.6% | $123,104-33.7% | $59,632+36.8% |
| Participation rate | 91.9% | 83.2%+8.7pp | 86.8%+5.1pp | 68.7%+23.2pp |
| Annual return | -0.09% | 5.12%-5.2pp | 13.22%-13.3pp | 2041.28%-2041.4pp |
| Employer contribution / active EE | $2,733 | $3,297-17.1% | $5,151-46.9% | $2,203+24.1% |
| Participant deferral / active EE | $2,374 | $4,667-49.1% | $6,230-61.9% | $3,192-25.6% |
| Admin fee / account holder | $784 | $5,881-86.7% | $9,015-91.3% | $4,297-81.7% |