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 7-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 | $56,764 | $77,813-27.1% | $123,544-54.1% | $64,186-11.6% |
| Participation rate | 78.8% | 74.7%+4.1pp | 82.3%-3.5pp | 69.6%+9.2pp |
| Annual return | -5.07% | 12.48%-17.6pp | 119.20%-124.3pp | 7.63%-12.7pp |
| Employer contribution / active EE | $4,954 | $3,014+64.4% | $4,628+7.0% | $2,381+108.1% |
| Participant deferral / active EE | $5,938 | $5,240+13.3% | $6,426-7.6% | $3,470+71.1% |
| Admin fee / account holder | $6,169 | $5,519+11.8% | $9,284-33.5% | $4,888+26.2% |