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 4-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 | $21,015 | $64,707-67.5% | $112,228-81.3% | $68,494-69.3% |
| Participation rate | 88.9% | 67.2%+21.7pp | 75.1%+13.8pp | 67.9%+21.0pp |
| Annual return | 0.00% | -11.40%+11.4pp | 27.45%-27.4pp | -7.84%+7.8pp |
| Employer contribution / active EE | $2,342 | $2,746-14.7% | $3,635-35.6% | $2,596-9.8% |
| Participant deferral / active EE | $4,056 | $3,565+13.8% | $4,728-14.2% | $4,027+0.7% |
| Admin fee / account holder | $1,259 | $5,232-75.9% | $6,410-80.4% | $5,403-76.7% |