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 4-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 | $72,829 | $64,707+12.6% | $112,228-35.1% | $68,494+6.3% |
| Participation rate | 88.1% | 67.2%+21.0pp | 75.1%+13.1pp | 67.9%+20.2pp |
| Annual return | 0.00% | -11.40%+11.4pp | 27.45%-27.4pp | -7.84%+7.8pp |
| Employer contribution / active EE | $1,513 | $2,746-44.9% | $3,635-58.4% | $2,596-41.7% |
| Participant deferral / active EE | $2,498 | $3,565-29.9% | $4,728-47.2% | $4,027-38.0% |
| Admin fee / account holder | $6,613 | $5,232+26.4% | $6,410+3.2% | $5,403+22.4% |