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 | $200,890 | $73,004+175.2% | $90,749+121.4% | $68,494+193.3% |
| Participation rate | 93.8% | 70.8%+22.9pp | 75.7%+18.1pp | 67.9%+25.9pp |
| Annual return | -15.64% | -13.81%-1.8pp | -12.16%-3.5pp | -7.84%-7.8pp |
| Employer contribution / active EE | $1,369 | $2,193-37.6% | $2,921-53.1% | $2,596-47.3% |
| Participant deferral / active EE | $6,435 | $3,627+77.4% | $4,564+41.0% | $4,027+59.8% |
| Admin fee / account holder | $40,379 | $5,896+584.9% | $8,445+378.2% | $5,403+647.4% |