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 | $89,808 | $43,327+107.3% | $59,878+50.0% | $64,186+39.9% |
| Participation rate | 72.1% | 69.2%+2.9pp | 74.7%-2.6pp | 69.6%+2.5pp |
| Annual return | -2.98% | -1.55%-1.4pp | 3.46%-6.4pp | 7.63%-10.6pp |
| Employer contribution / active EE | $2,198 | $2,028+8.4% | $2,722-19.2% | $2,381-7.7% |
| Participant deferral / active EE | $3,591 | $2,546+41.0% | $3,402+5.5% | $3,470+3.5% |
| Admin fee / account holder | $19,238 | $3,005+540.2% | $3,590+435.8% | $4,888+293.6% |