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 | $60,907 | $73,867-17.5% | $143,757-57.6% | $68,494-11.1% |
| Participation rate | 77.5% | 66.7%+10.8pp | 80.3%-2.8pp | 67.9%+9.6pp |
| Annual return | -15.78% | 1.01%-16.8pp | -0.04%-15.7pp | -7.84%-7.9pp |
| Employer contribution / active EE | $2,321 | $3,184-27.1% | $4,951-53.1% | $2,596-10.6% |
| Participant deferral / active EE | $5,102 | $3,384+50.7% | $5,637-9.5% | $4,027+26.7% |
| Admin fee / account holder | $2,036 | $5,755-64.6% | $14,673-86.1% | $5,403-62.3% |