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 5-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 | $18,534 | $167,307-88.9% | $143,757-87.1% | $134,475-86.2% |
| Participation rate | 81.8% | 84.8%-3.0pp | 80.3%+1.5pp | 81.2%+0.6pp |
| Annual return | 0.00% | 0.46%-0.5pp | -0.04%0pp | 417.96%-418.0pp |
| Employer contribution / active EE | $2,310 | $5,619-58.9% | $4,951-53.3% | $4,740-51.3% |
| Participant deferral / active EE | $4,045 | $6,446-37.3% | $5,637-28.3% | $6,400-36.8% |
| Admin fee / account holder | $1,091 | $18,088-94.0% | $14,673-92.6% | $11,426-90.5% |