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 | $79,255 | $73,004+8.6% | $90,749-12.7% | $68,494+15.7% |
| Participation rate | 75.0% | 70.8%+4.2pp | 75.7%-0.7pp | 67.9%+7.1pp |
| Annual return | -17.00% | -13.81%-3.2pp | -12.16%-4.8pp | -7.84%-9.2pp |
| Employer contribution / active EE | $1,930 | $2,193-12.0% | $2,921-33.9% | $2,596-25.7% |
| Participant deferral / active EE | $3,464 | $3,627-4.5% | $4,564-24.1% | $4,027-14.0% |
| Admin fee / account holder | $3,057 | $5,896-48.1% | $8,445-63.8% | $5,403-43.4% |