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 | $90,252 | $73,004+23.6% | $90,749-0.5% | $68,494+31.8% |
| Participation rate | 81.7% | 70.8%+10.8pp | 75.7%+6.0pp | 67.9%+13.8pp |
| Annual return | -11.20% | -13.81%+2.6pp | -12.16%+1.0pp | -7.84%-3.4pp |
| Employer contribution / active EE | $2,447 | $2,193+11.6% | $2,921-16.2% | $2,596-5.8% |
| Participant deferral / active EE | $7,487 | $3,627+106.4% | $4,564+64.0% | $4,027+85.9% |
| Admin fee / account holder | $4,026 | $5,896-31.7% | $8,445-52.3% | $5,403-25.5% |