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 | $56,754 | $124,319-54.3% | $111,297-49.0% | $167,490-66.1% |
| Participation rate | 95.2% | 79.6%+15.6pp | 77.3%+17.9pp | 82.1%+13.1pp |
| Annual return | 0.00% | 37.44%-37.4pp | 54.65%-54.7pp | 478.56%-478.6pp |
| Employer contribution / active EE | $2,831 | $3,435-17.6% | $2,731+3.7% | $4,837-41.5% |
| Participant deferral / active EE | $6,722 | $5,180+29.7% | $4,487+49.8% | $6,341+6.0% |
| Admin fee / account holder | $901 | $10,618-91.5% | $7,964-88.7% | $12,309-92.7% |