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 | $47,613 | $100,754-52.7% | $86,677-45.1% | $134,475-64.6% |
| Participation rate | 76.2% | 78.9%-2.7pp | 76.6%-0.4pp | 81.2%-5.0pp |
| Annual return | -10.75% | 29.04%-39.8pp | 35.91%-46.7pp | 417.96%-428.7pp |
| Employer contribution / active EE | $2,262 | $3,489-35.2% | $2,836-20.3% | $4,740-52.3% |
| Participant deferral / active EE | $2,471 | $5,338-53.7% | $4,656-46.9% | $6,400-61.4% |
| Admin fee / account holder | $14,842 | $10,926+35.8% | $7,493+98.1% | $11,426+29.9% |