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 | $37,301 | $108,172-65.5% | $77,482-51.9% | $158,922-76.5% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 8.13% | 31.67%-23.5pp | 54.79%-46.7pp | 302.83%-294.7pp |
| Employer contribution / active EE | $2,529 | $1,325+90.9% | $986+156.4% | $4,761-46.9% |
| Participant deferral / active EE | $6,467 | $2,456+163.3% | $1,861+247.5% | $5,982+8.1% |
| Admin fee / account holder | $716 | $3,708-80.7% | $2,858-75.0% | $11,246-93.6% |