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 | $31,178 | $50,958-38.8% | $74,550-58.2% | $64,186-51.4% |
| Participation rate | 74.2% | 61.1%+13.1pp | 69.1%+5.0pp | 69.6%+4.6pp |
| Annual return | -3.39% | -1.86%-1.5pp | 32.53%-35.9pp | 7.63%-11.0pp |
| Employer contribution / active EE | $2,035 | $1,115+82.4% | $1,961+3.8% | $2,381-14.5% |
| Participant deferral / active EE | $3,483 | $2,301+51.3% | $3,108+12.0% | $3,470+0.4% |
| Admin fee / account holder | $356 | $4,223-91.6% | $5,060-93.0% | $4,888-92.7% |