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 | $60,704 | $46,674+30.1% | $117,472-48.3% | $68,494-11.4% |
| Participation rate | 71.4% | 56.8%+14.7pp | 70.6%+0.8pp | 67.9%+3.5pp |
| Annual return | -15.12% | -14.52%-0.6pp | 29.74%-44.9pp | -7.84%-7.3pp |
| Employer contribution / active EE | $2,856 | $1,505+89.8% | $4,176-31.6% | $2,596+10.0% |
| Participant deferral / active EE | $5,374 | $2,636+103.9% | $4,070+32.0% | $4,027+33.4% |
| Admin fee / account holder | $1,471 | $4,020-63.4% | $5,645-73.9% | $5,403-72.8% |