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 | $47,969 | $73,867-35.1% | $143,757-66.6% | $68,494-30.0% |
| Participation rate | 94.3% | 66.7%+27.6pp | 80.3%+14.0pp | 67.9%+26.4pp |
| Annual return | -16.49% | 1.01%-17.5pp | -0.04%-16.5pp | -7.84%-8.6pp |
| Employer contribution / active EE | $2,490 | $3,184-21.8% | $4,951-49.7% | $2,596-4.1% |
| Participant deferral / active EE | $3,902 | $3,384+15.3% | $5,637-30.8% | $4,027-3.1% |
| Admin fee / account holder | $378 | $5,755-93.4% | $14,673-97.4% | $5,403-93.0% |