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 | $89,968 | $62,573+43.8% | $85,682+5.0% | $85,850+4.8% |
| Participation rate | 89.2% | 61.1%+28.1pp | 69.9%+19.4pp | 69.3%+19.9pp |
| Annual return | 0.00% | 23.77%-23.8pp | 21.49%-21.5pp | 318.53%-318.5pp |
| Employer contribution / active EE | $1,009 | $1,757-42.6% | $2,618-61.5% | $2,565-60.7% |
| Participant deferral / active EE | $3,410 | $2,802+21.7% | $3,923-13.1% | $3,952-13.7% |
| Admin fee / account holder | $3,581 | $4,640-22.8% | $6,873-47.9% | $6,260-42.8% |