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 | $26,263 | $61,660-57.4% | $80,019-67.2% | $64,186-59.1% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | -7.12% | -0.33%-6.8pp | 11.22%-18.3pp | 7.63%-14.8pp |
| Employer contribution / active EE | $2,172 | $1,810+20.0% | $2,468-12.0% | $2,381-8.8% |
| Participant deferral / active EE | $3,146 | $2,968+6.0% | $3,686-14.6% | $3,470-9.3% |
| Admin fee / account holder | $5,201 | $5,417-4.0% | $6,521-20.2% | $4,888+6.4% |