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 | $200,910 | $133,958+50.0% | $112,228+79.0% | $134,475+49.4% |
| Participation rate | 70.0% | 78.6%-8.6pp | 75.1%-5.1pp | 81.2%-11.2pp |
| Annual return | -18.57% | 47.11%-65.7pp | 27.45%-46.0pp | 417.96%-436.5pp |
| Employer contribution / active EE | $1,733 | $4,038-57.1% | $3,635-52.3% | $4,740-63.4% |
| Participant deferral / active EE | $4,091 | $5,291-22.7% | $4,728-13.5% | $6,400-36.1% |
| Admin fee / account holder | $6,570 | $7,489-12.3% | $6,410+2.5% | $11,426-42.5% |