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 | $18,360 | $108,172-83.0% | $77,482-76.3% | $158,922-88.4% |
| Participation rate | 72.7% | 64.4%+8.3pp | 54.2%+18.5pp | 82.0%-9.2pp |
| Annual return | 4.00% | 31.67%-27.7pp | 54.79%-50.8pp | 302.83%-298.8pp |
| Employer contribution / active EE | $1,004 | $1,325-24.2% | $986+1.8% | $4,761-78.9% |
| Participant deferral / active EE | $2,407 | $2,456-2.0% | $1,861+29.3% | $5,982-59.8% |
| Admin fee / account holder | $7,276 | $3,708+96.2% | $2,858+154.6% | $11,246-35.3% |