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 | $16,984 | $73,867-77.0% | $143,757-88.2% | $68,494-75.2% |
| Participation rate | 92.5% | 66.7%+25.8pp | 80.3%+12.1pp | 67.9%+24.6pp |
| Annual return | -16.95% | 1.01%-18.0pp | -0.04%-16.9pp | -7.84%-9.1pp |
| Employer contribution / active EE | $1,224 | $3,184-61.5% | $4,951-75.3% | $2,596-52.8% |
| Participant deferral / active EE | $2,336 | $3,384-31.0% | $5,637-58.6% | $4,027-42.0% |
| Admin fee / account holder | $1,876 | $5,755-67.4% | $14,673-87.2% | $5,403-65.3% |