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 | $25,837 | $53,777-52.0% | $134,143-80.7% | $79,858-67.6% |
| Participation rate | 96.0% | 58.8%+37.2pp | 72.2%+23.8pp | 69.6%+26.4pp |
| Annual return | 0.00% | 19.01%-19.0pp | 36.33%-36.3pp | 31.71%-31.7pp |
| Employer contribution / active EE | $1,737 | $1,321+31.5% | $3,704-53.1% | $2,471-29.7% |
| Participant deferral / active EE | $3,833 | $2,420+58.4% | $3,499+9.6% | $3,740+2.5% |
| Admin fee / account holder | $901 | $3,984-77.4% | $6,684-86.5% | $5,306-83.0% |