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 | $32,831 | $64,707-49.3% | $112,228-70.7% | $68,494-52.1% |
| Participation rate | 79.4% | 67.2%+12.2pp | 75.1%+4.3pp | 67.9%+11.5pp |
| Annual return | -9.04% | -11.40%+2.4pp | 27.45%-36.5pp | -7.84%-1.2pp |
| Employer contribution / active EE | $3,136 | $2,746+14.2% | $3,635-13.7% | $2,596+20.8% |
| Participant deferral / active EE | $2,744 | $3,565-23.0% | $4,728-42.0% | $4,027-31.9% |
| Admin fee / account holder | $7,210 | $5,232+37.8% | $6,410+12.5% | $5,403+33.4% |