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 3-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 | $24,666 | $167,307-85.3% | $143,757-82.8% | $134,475-81.7% |
| Participation rate | 92.3% | 84.8%+7.5pp | 80.3%+12.0pp | 81.2%+11.1pp |
| Annual return | 0.00% | 0.46%-0.5pp | -0.04%0pp | 417.96%-418.0pp |
| Employer contribution / active EE | $3,460 | $5,619-38.4% | $4,951-30.1% | $4,740-27.0% |
| Participant deferral / active EE | $8,379 | $6,446+30.0% | $5,637+48.6% | $6,400+30.9% |
| Admin fee / account holder | $343 | $18,088-98.1% | $14,673-97.7% | $11,426-97.0% |