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 | $23,457 | $176,056-86.7% | $159,436-85.3% | $167,490-86.0% |
| Participation rate | 88.9% | 84.9%+3.9pp | 82.8%+6.1pp | 82.1%+6.8pp |
| Annual return | 0.00% | 331.75%-331.7pp | 263.57%-263.6pp | 478.56%-478.6pp |
| Employer contribution / active EE | $6,984 | $5,297+31.8% | $4,829+44.6% | $4,837+44.4% |
| Participant deferral / active EE | $11,345 | $7,750+46.4% | $7,352+54.3% | $6,341+78.9% |
| Admin fee / account holder | $2,360 | $12,554-81.2% | $10,799-78.1% | $12,309-80.8% |