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 | $80,947 | $61,156+32.4% | $185,823-56.4% | $79,386+2.0% |
| Participation rate | 87.6% | 66.6%+21.0pp | 81.7%+5.9pp | 70.7%+16.9pp |
| Annual return | 0.00% | 19.45%-19.4pp | 122.05%-122.1pp | 116.85%-116.9pp |
| Employer contribution / active EE | $3,856 | $2,321+66.2% | $5,167-25.4% | $2,427+58.8% |
| Participant deferral / active EE | $9,388 | $2,789+236.6% | $5,568+68.6% | $4,046+132.1% |
| Admin fee / account holder | $1,102 | $710+55.3% | $16,237-93.2% | $626+76.0% |