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 | $40,244 | $73,867-45.5% | $143,757-72.0% | $68,494-41.2% |
| Participation rate | 87.2% | 66.7%+20.5pp | 80.3%+6.9pp | 67.9%+19.3pp |
| Annual return | -14.66% | 1.01%-15.7pp | -0.04%-14.6pp | -7.84%-6.8pp |
| Employer contribution / active EE | $633 | $3,184-80.1% | $4,951-87.2% | $2,596-75.6% |
| Participant deferral / active EE | $2,470 | $3,384-27.0% | $5,637-56.2% | $4,027-38.7% |
| Admin fee / account holder | $2,451 | $5,755-57.4% | $14,673-83.3% | $5,403-54.6% |