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 | $33,455 | $92,222-63.7% | $76,768-56.4% | $135,375-75.3% |
| Participation rate | 92.3% | 79.8%+12.5pp | 77.0%+15.3pp | 82.6%+9.7pp |
| Annual return | -7.19% | 5.46%-12.7pp | 2.43%-9.6pp | 519.73%-526.9pp |
| Employer contribution / active EE | $2,218 | $3,216-31.0% | $2,485-10.8% | $4,779-53.6% |
| Participant deferral / active EE | $4,406 | $4,509-2.3% | $3,852+14.4% | $5,609-21.4% |
| Admin fee / account holder | $3,948 | $10,748-63.3% | $6,675-40.8% | $10,827-63.5% |