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 | $16,930 | $43,327-60.9% | $59,878-71.7% | $64,186-73.6% |
| Participation rate | 82.4% | 69.2%+13.2pp | 74.7%+7.7pp | 69.6%+12.8pp |
| Annual return | 0.00% | -1.55%+1.5pp | 3.46%-3.5pp | 7.63%-7.6pp |
| Employer contribution / active EE | $748 | $2,028-63.1% | $2,722-72.5% | $2,381-68.6% |
| Participant deferral / active EE | $1,486 | $2,546-41.6% | $3,402-56.3% | $3,470-57.2% |
| Admin fee / account holder | $578 | $3,005-80.8% | $3,590-83.9% | $4,888-88.2% |