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 3-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 | $16,680 | $70,669-76.4% | $169,368-90.2% | $75,163-77.8% |
| Participation rate | 86.8% | 64.8%+22.1pp | 77.1%+9.7pp | 67.2%+19.7pp |
| Annual return | 0.00% | 36.36%-36.4pp | 405.60%-405.6pp | 160.62%-160.6pp |
| Employer contribution / active EE | $2,798 | $2,211+26.6% | $4,013-30.3% | $2,670+4.8% |
| Participant deferral / active EE | $4,722 | $4,311+9.5% | $6,221-24.1% | $4,125+14.5% |
| Admin fee / account holder | $3,731 | $5,402-30.9% | $9,003-58.6% | $5,651-34.0% |