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 | $75,755 | $110,809-31.6% | $86,874-12.8% | $167,490-54.8% |
| Participation rate | 82.6% | 75.8%+6.8pp | 71.6%+11.0pp | 82.1%+0.5pp |
| Annual return | 0.00% | 116.98%-117.0pp | 63.52%-63.5pp | 478.56%-478.6pp |
| Employer contribution / active EE | $882 | $3,244-72.8% | $2,495-64.6% | $4,837-81.8% |
| Participant deferral / active EE | $1,957 | $4,546-56.9% | $3,699-47.1% | $6,341-69.1% |
| Admin fee / account holder | $3,327 | $8,415-60.5% | $5,828-42.9% | $12,309-73.0% |