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 | $9,591 | $123,918-92.3% | $108,884-91.2% | $135,375-92.9% |
| Participation rate | 100.0% | 71.1%+28.9pp | 64.3%+35.7pp | 82.6%+17.4pp |
| Annual return | 0.00% | 0.89%-0.9pp | -0.99%+1.0pp | 519.73%-519.7pp |
| Employer contribution / active EE | $6,648 | $4,313+54.2% | $3,750+77.3% | $4,779+39.1% |
| Participant deferral / active EE | $9,184 | $6,949+32.2% | $6,178+48.7% | $5,609+63.7% |
| Admin fee / account holder | $5,501 | $8,592-36.0% | $7,560-27.2% | $10,827-49.2% |