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 | $59,883 | $127,777-53.1% | $106,548-43.8% | $167,490-64.2% |
| Participation rate | 90.5% | 78.3%+12.2pp | 76.1%+14.3pp | 82.1%+8.4pp |
| Annual return | 0.00% | 33.87%-33.9pp | 26.80%-26.8pp | 478.56%-478.6pp |
| Employer contribution / active EE | $1,544 | $3,427-54.9% | $2,819-45.2% | $4,837-68.1% |
| Participant deferral / active EE | $3,575 | $5,087-29.7% | $4,398-18.7% | $6,341-43.6% |
| Admin fee / account holder | $701 | $11,228-93.8% | $7,407-90.5% | $12,309-94.3% |