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 | $42,988 | $37,426+14.9% | $77,482-44.5% | $79,858-46.2% |
| Participation rate | 81.5% | 41.5%+40.0pp | 54.2%+27.4pp | 69.6%+11.9pp |
| Annual return | 0.00% | 39.70%-39.7pp | 54.79%-54.8pp | 31.71%-31.7pp |
| Employer contribution / active EE | $0 | $637-100.0% | $986-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,914 | $1,260+51.9% | $1,861+2.8% | $3,740-48.8% |
| Admin fee / account holder | $13,489 | $2,504+438.7% | $2,858+372.0% | $5,306+154.2% |