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 | $55,000 | $167,307-67.1% | $143,757-61.7% | $134,475-59.1% |
| Participation rate | 85.0% | 84.8%+0.2pp | 80.3%+4.7pp | 81.2%+3.8pp |
| Annual return | -19.56% | 0.46%-20.0pp | -0.04%-19.5pp | 417.96%-437.5pp |
| Employer contribution / active EE | $1,764 | $5,619-68.6% | $4,951-64.4% | $4,740-62.8% |
| Participant deferral / active EE | $2,879 | $6,446-55.3% | $5,637-48.9% | $6,400-55.0% |
| Admin fee / account holder | $4,267 | $18,088-76.4% | $14,673-70.9% | $11,426-62.7% |