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 | $34,458 | $59,805-42.4% | $79,550-56.7% | $68,494-49.7% |
| Participation rate | 81.6% | 61.1%+20.5pp | 69.5%+12.1pp | 67.9%+13.7pp |
| Annual return | -15.58% | -12.30%-3.3pp | 0.16%-15.7pp | -7.84%-7.7pp |
| Employer contribution / active EE | $1,506 | $1,505+0.1% | $2,413-37.6% | $2,596-42.0% |
| Participant deferral / active EE | $5,106 | $3,024+68.8% | $3,985+28.1% | $4,027+26.8% |
| Admin fee / account holder | $1,492 | $4,835-69.1% | $6,832-78.2% | $5,403-72.4% |