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 | $46,255 | $42,894+7.8% | $60,874-24.0% | $68,494-32.5% |
| Participation rate | 83.7% | 66.8%+16.9pp | 73.1%+10.6pp | 67.9%+15.8pp |
| Annual return | -15.79% | -13.98%-1.8pp | 16.90%-32.7pp | -7.84%-7.9pp |
| Employer contribution / active EE | $1,998 | $1,978+1.0% | $2,701-26.0% | $2,596-23.0% |
| Participant deferral / active EE | $4,462 | $2,867+55.6% | $3,817+16.9% | $4,027+10.8% |
| Admin fee / account holder | $1,792 | $3,101-42.2% | $3,224-44.4% | $5,403-66.8% |