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 | $76,738 | $91,538-16.2% | $129,995-41.0% | $75,163+2.1% |
| Participation rate | 78.0% | 71.4%+6.6pp | 78.5%-0.4pp | 67.2%+10.9pp |
| Annual return | 14.35% | -631.11%+645.5pp | -137.18%+151.5pp | 160.62%-146.3pp |
| Employer contribution / active EE | $2,767 | $2,845-2.8% | $4,320-35.9% | $2,670+3.6% |
| Participant deferral / active EE | $4,326 | $4,341-0.3% | $5,820-25.7% | $4,125+4.9% |
| Admin fee / account holder | $12,628 | $6,790+86.0% | $10,614+19.0% | $5,651+123.5% |