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 | $190,754 | $100,754+89.3% | $86,677+120.1% | $134,475+41.9% |
| Participation rate | 78.3% | 78.9%-0.7pp | 76.6%+1.7pp | 81.2%-3.0pp |
| Annual return | -18.05% | 29.04%-47.1pp | 35.91%-54.0pp | 417.96%-436.0pp |
| Employer contribution / active EE | $2,338 | $3,489-33.0% | $2,836-17.6% | $4,740-50.7% |
| Participant deferral / active EE | $6,733 | $5,338+26.1% | $4,656+44.6% | $6,400+5.2% |
| Admin fee / account holder | $1,407 | $10,926-87.1% | $7,493-81.2% | $11,426-87.7% |