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 | $225,944 | $142,344+58.7% | $119,609+88.9% | $134,475+68.0% |
| Participation rate | 77.8% | 82.8%-5.0pp | 79.3%-1.5pp | 81.2%-3.4pp |
| Annual return | -15.60% | -12.44%-3.2pp | -14.97%-0.6pp | 417.96%-433.6pp |
| Employer contribution / active EE | $1,309 | $5,222-74.9% | $4,232-69.1% | $4,740-72.4% |
| Participant deferral / active EE | $3,396 | $6,469-47.5% | $5,602-39.4% | $6,400-46.9% |
| Admin fee / account holder | $32,375 | $13,584+138.3% | $10,323+213.6% | $11,426+183.3% |