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 | $18,752 | $59,805-68.6% | $79,550-76.4% | $68,494-72.6% |
| Participation rate | 88.0% | 61.1%+26.9pp | 69.5%+18.5pp | 67.9%+20.1pp |
| Annual return | -15.95% | -12.30%-3.6pp | 0.16%-16.1pp | -7.84%-8.1pp |
| Employer contribution / active EE | $1,444 | $1,505-4.1% | $2,413-40.2% | $2,596-44.4% |
| Participant deferral / active EE | $2,948 | $3,024-2.5% | $3,985-26.0% | $4,027-26.8% |
| Admin fee / account holder | $4,183 | $4,835-13.5% | $6,832-38.8% | $5,403-22.6% |