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 | $21,510 | $84,527-74.6% | $67,711-68.2% | $125,391-82.8% |
| Participation rate | 73.3% | 74.8%-1.5pp | 67.5%+5.8pp | 83.2%-9.9pp |
| Annual return | -2.70% | 2.57%-5.3pp | 25.41%-28.1pp | 282.22%-284.9pp |
| Employer contribution / active EE | $850 | $3,292-74.2% | $2,559-66.8% | $4,866-82.5% |
| Participant deferral / active EE | $1,272 | $4,429-71.3% | $3,585-64.5% | $5,352-76.2% |
| Admin fee / account holder | $20,612 | $5,340+286.0% | $4,255+384.4% | $9,540+116.0% |