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 | $42,293 | $71,883-41.2% | $86,677-51.2% | $68,494-38.3% |
| Participation rate | 87.0% | 72.2%+14.7pp | 76.6%+10.4pp | 67.9%+19.1pp |
| Annual return | -17.21% | 3.52%-20.7pp | 35.91%-53.1pp | -7.84%-9.4pp |
| Employer contribution / active EE | $2,580 | $2,173+18.7% | $2,836-9.1% | $2,596-0.6% |
| Participant deferral / active EE | $3,752 | $3,779-0.7% | $4,656-19.4% | $4,027-6.8% |
| Admin fee / account holder | $2,493 | $6,112-59.2% | $7,493-66.7% | $5,403-53.8% |