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 | $50,358 | $46,674+7.9% | $117,472-57.1% | $68,494-26.5% |
| Participation rate | 91.5% | 56.8%+34.8pp | 70.6%+21.0pp | 67.9%+23.7pp |
| Annual return | -17.72% | -14.52%-3.2pp | 29.74%-47.5pp | -7.84%-9.9pp |
| Employer contribution / active EE | $1,259 | $1,505-16.3% | $4,176-69.8% | $2,596-51.5% |
| Participant deferral / active EE | $2,156 | $2,636-18.2% | $4,070-47.0% | $4,027-46.5% |
| Admin fee / account holder | $2,021 | $4,020-49.7% | $5,645-64.2% | $5,403-62.6% |