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 | $112,708 | $73,004+54.4% | $90,749+24.2% | $68,494+64.6% |
| Participation rate | 84.0% | 70.8%+13.2pp | 75.7%+8.3pp | 67.9%+16.1pp |
| Annual return | -18.07% | -13.81%-4.3pp | -12.16%-5.9pp | -7.84%-10.2pp |
| Employer contribution / active EE | $2,190 | $2,193-0.1% | $2,921-25.0% | $2,596-15.6% |
| Participant deferral / active EE | $7,257 | $3,627+100.1% | $4,564+59.0% | $4,027+80.2% |
| Admin fee / account holder | $3,085 | $5,896-47.7% | $8,445-63.5% | $5,403-42.9% |