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 | $44,161 | $92,222-52.1% | $76,768-42.5% | $135,375-67.4% |
| Participation rate | 78.9% | 79.8%-0.8pp | 77.0%+2.0pp | 82.6%-3.7pp |
| Annual return | -2.31% | 5.46%-7.8pp | 2.43%-4.7pp | 519.73%-522.0pp |
| Employer contribution / active EE | $2,073 | $3,216-35.5% | $2,485-16.6% | $4,779-56.6% |
| Participant deferral / active EE | $4,441 | $4,509-1.5% | $3,852+15.3% | $5,609-20.8% |
| Admin fee / account holder | $20,124 | $10,748+87.2% | $6,675+201.5% | $10,827+85.9% |