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 | $59,084 | $59,805-1.2% | $79,550-25.7% | $68,494-13.7% |
| Participation rate | 84.7% | 61.1%+23.7pp | 69.5%+15.3pp | 67.9%+16.9pp |
| Annual return | -16.30% | -12.30%-4.0pp | 0.16%-16.5pp | -7.84%-8.5pp |
| Employer contribution / active EE | $2,655 | $1,505+76.4% | $2,413+10.0% | $2,596+2.2% |
| Participant deferral / active EE | $4,228 | $3,024+39.8% | $3,985+6.1% | $4,027+5.0% |
| Admin fee / account holder | $1,395 | $4,835-71.2% | $6,832-79.6% | $5,403-74.2% |