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 | $82,106 | $108,172-24.1% | $77,482+6.0% | $158,922-48.3% |
| Participation rate | 81.3% | 64.4%+16.8pp | 54.2%+27.1pp | 82.0%-0.7pp |
| Annual return | 0.00% | 31.67%-31.7pp | 54.79%-54.8pp | 302.83%-302.8pp |
| Employer contribution / active EE | $2,208 | $1,325+66.6% | $986+123.8% | $4,761-53.6% |
| Participant deferral / active EE | $4,906 | $2,456+99.7% | $1,861+163.6% | $5,982-18.0% |
| Admin fee / account holder | $2,147 | $3,708-42.1% | $2,858-24.9% | $11,246-80.9% |