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 | $20,499 | $54,762-62.6% | $90,281-77.3% | $72,985-71.9% |
| Participation rate | 89.7% | 65.1%+24.5pp | 73.3%+16.4pp | 69.5%+20.2pp |
| Annual return | 0.00% | 30.63%-30.6pp | 78.10%-78.1pp | 81.00%-81.0pp |
| Employer contribution / active EE | $1,884 | $2,092-10.0% | $2,854-34.0% | $2,440-22.8% |
| Participant deferral / active EE | $4,287 | $2,887+48.5% | $3,885+10.3% | $3,607+18.8% |
| Admin fee / account holder | $4,209 | $3,972+6.0% | $5,351-21.3% | $5,124-17.9% |