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 5-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 | $58,176 | $124,319-53.2% | $111,297-47.7% | $167,490-65.3% |
| Participation rate | 89.5% | 79.6%+9.9pp | 77.3%+12.2pp | 82.1%+7.4pp |
| Annual return | 0.00% | 37.44%-37.4pp | 54.65%-54.7pp | 478.56%-478.6pp |
| Employer contribution / active EE | $1,162 | $3,435-66.2% | $2,731-57.5% | $4,837-76.0% |
| Participant deferral / active EE | $3,473 | $5,180-33.0% | $4,487-22.6% | $6,341-45.2% |
| Admin fee / account holder | $2,878 | $10,618-72.9% | $7,964-63.9% | $12,309-76.6% |