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 8-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 | $20,450 | $101,069-79.8% | $81,478-74.9% | $147,584-86.1% |
| Participation rate | 88.2% | 74.5%+13.8pp | 68.0%+20.3pp | 82.8%+5.4pp |
| Annual return | 0.00% | 32.40%-32.4pp | 38.78%-38.8pp | 578.55%-578.5pp |
| Employer contribution / active EE | $751 | $3,205-76.6% | $2,568-70.8% | $4,876-84.6% |
| Participant deferral / active EE | $2,342 | $4,242-44.8% | $3,537-33.8% | $5,439-56.9% |
| Admin fee / account holder | $1,165 | $5,812-79.9% | $4,561-74.4% | $10,885-89.3% |