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 | $29,244 | $81,900-64.3% | $119,609-75.6% | $68,494-57.3% |
| Participation rate | 74.3% | 71.9%+2.4pp | 79.3%-5.0pp | 67.9%+6.4pp |
| Annual return | -15.95% | -23.82%+7.9pp | -14.97%-1.0pp | -7.84%-8.1pp |
| Employer contribution / active EE | $1,473 | $2,693-45.3% | $4,232-65.2% | $2,596-43.3% |
| Participant deferral / active EE | $2,164 | $4,148-47.8% | $5,602-61.4% | $4,027-46.3% |
| Admin fee / account holder | $629 | $6,582-90.4% | $10,323-93.9% | $5,403-88.4% |