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 | $25,535 | $54,762-53.4% | $90,281-71.7% | $72,985-65.0% |
| Participation rate | 86.8% | 65.1%+21.7pp | 73.3%+13.6pp | 69.5%+17.4pp |
| Annual return | 0.00% | 30.63%-30.6pp | 78.10%-78.1pp | 81.00%-81.0pp |
| Employer contribution / active EE | $1,300 | $2,092-37.9% | $2,854-54.5% | $2,440-46.7% |
| Participant deferral / active EE | $2,001 | $2,887-30.7% | $3,885-48.5% | $3,607-44.5% |
| Admin fee / account holder | $2,639 | $3,972-33.6% | $5,351-50.7% | $5,124-48.5% |