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 | $22,044 | $43,327-49.1% | $59,878-63.2% | $64,186-65.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | -5.35% | -1.55%-3.8pp | 3.46%-8.8pp | 7.63%-13.0pp |
| Employer contribution / active EE | $2,371 | $2,028+16.9% | $2,722-12.9% | $2,381-0.4% |
| Participant deferral / active EE | $965 | $2,546-62.1% | $3,402-71.6% | $3,470-72.2% |
| Admin fee / account holder | $3,240 | $3,005+7.8% | $3,590-9.8% | $4,888-33.7% |