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 | $50,489 | $62,586-19.3% | $76,768-34.2% | $64,186-21.3% |
| Participation rate | 89.6% | 72.8%+16.8pp | 77.0%+12.6pp | 69.6%+20.0pp |
| Annual return | -6.52% | -1.95%-4.6pp | 2.43%-9.0pp | 7.63%-14.2pp |
| Employer contribution / active EE | $814 | $1,832-55.6% | $2,485-67.3% | $2,381-65.8% |
| Participant deferral / active EE | $2,491 | $3,145-20.8% | $3,852-35.3% | $3,470-28.2% |
| Admin fee / account holder | $952 | $4,667-79.6% | $6,675-85.7% | $4,888-80.5% |