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 10-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 | $12,983 | $73,867-82.4% | $143,757-91.0% | $68,494-81.0% |
| Participation rate | 86.4% | 66.7%+19.7pp | 80.3%+6.1pp | 67.9%+18.5pp |
| Annual return | -0.10% | 1.01%-1.1pp | -0.04%-0.1pp | -7.84%+7.7pp |
| Employer contribution / active EE | $800 | $3,184-74.9% | $4,951-83.8% | $2,596-69.2% |
| Participant deferral / active EE | $1,998 | $3,384-41.0% | $5,637-64.6% | $4,027-50.4% |
| Admin fee / account holder | $5,593 | $5,755-2.8% | $14,673-61.9% | $5,403+3.5% |