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 | $17,537 | $64,839-73.0% | $95,585-81.7% | $84,808-79.3% |
| Participation rate | 72.7% | 63.8%+8.9pp | 72.1%+0.7pp | 68.3%+4.4pp |
| Annual return | 17.47% | -670.96%+688.4pp | 38.56%-21.1pp | 40.90%-23.4pp |
| Employer contribution / active EE | $3,043 | $1,759+73.0% | $2,527+20.4% | $2,631+15.7% |
| Participant deferral / active EE | $5,231 | $2,965+76.4% | $4,023+30.0% | $4,212+24.2% |
| Admin fee / account holder | $4,944 | $5,964-17.1% | $6,127-19.3% | $7,344-32.7% |