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 | $38,327 | $73,867-48.1% | $143,757-73.3% | $68,494-44.0% |
| Participation rate | 70.4% | 66.7%+3.7pp | 80.3%-9.9pp | 67.9%+2.5pp |
| Annual return | -17.71% | 1.01%-18.7pp | -0.04%-17.7pp | -7.84%-9.9pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,951-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,488 | $3,384-56.0% | $5,637-73.6% | $4,027-63.1% |
| Admin fee / account holder | $2,323 | $5,755-59.6% | $14,673-84.2% | $5,403-57.0% |