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 | $22,427 | $95,193-76.4% | $76,523-70.7% | $135,375-83.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | 5.60% | 4.85%+0.7pp | -0.27%+5.9pp | 519.73%-514.1pp |
| Employer contribution / active EE | $3,478 | $3,302+5.3% | $2,647+31.4% | $4,779-27.2% |
| Participant deferral / active EE | $4,920 | $4,639+6.1% | $3,835+28.3% | $5,609-12.3% |
| Admin fee / account holder | $4,287 | $6,249-31.4% | $4,848-11.6% | $10,827-60.4% |