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 | $36,470 | $149,679-75.6% | $117,039-68.8% | $147,584-75.3% |
| Participation rate | 77.8% | 83.5%-5.7pp | 77.2%+0.6pp | 82.8%-5.1pp |
| Annual return | 0.00% | 19.31%-19.3pp | 18.95%-18.9pp | 578.55%-578.5pp |
| Employer contribution / active EE | $2,215 | $4,937-55.1% | $3,785-41.5% | $4,876-54.6% |
| Participant deferral / active EE | $4,118 | $4,912-16.2% | $3,929+4.8% | $5,439-24.3% |
| Admin fee / account holder | $2,084 | $7,856-73.5% | $5,974-65.1% | $10,885-80.9% |