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 10-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 | $27,872 | $108,172-74.2% | $77,482-64.0% | $158,922-82.5% |
| Participation rate | 94.1% | 64.4%+29.7pp | 54.2%+39.9pp | 82.0%+12.2pp |
| Annual return | 4.71% | 31.67%-27.0pp | 54.79%-50.1pp | 302.83%-298.1pp |
| Employer contribution / active EE | $2,182 | $1,325+64.7% | $986+121.2% | $4,761-54.2% |
| Participant deferral / active EE | $4,009 | $2,456+63.2% | $1,861+115.4% | $5,982-33.0% |
| Admin fee / account holder | $4,895 | $3,708+32.0% | $2,858+71.3% | $11,246-56.5% |