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 6-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 | $32,035 | $70,475-54.5% | $100,516-68.1% | $79,858-59.9% |
| Participation rate | 98.9% | 73.7%+25.3pp | 79.4%+19.5pp | 69.6%+29.3pp |
| Annual return | 0.00% | 21.90%-21.9pp | 30.89%-30.9pp | 31.71%-31.7pp |
| Employer contribution / active EE | $1,637 | $2,165-24.4% | $3,418-52.1% | $2,471-33.8% |
| Participant deferral / active EE | $4,666 | $5,181-9.9% | $6,270-25.6% | $3,740+24.8% |
| Admin fee / account holder | $1,047 | $4,478-76.6% | $8,081-87.0% | $5,306-80.3% |