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 | $28,575 | $73,867-61.3% | $143,757-80.1% | $68,494-58.3% |
| Participation rate | 90.8% | 66.7%+24.1pp | 80.3%+10.5pp | 67.9%+22.9pp |
| Annual return | -18.02% | 1.01%-19.0pp | -0.04%-18.0pp | -7.84%-10.2pp |
| Employer contribution / active EE | $787 | $3,184-75.3% | $4,951-84.1% | $2,596-69.7% |
| Participant deferral / active EE | $3,806 | $3,384+12.5% | $5,637-32.5% | $4,027-5.5% |
| Admin fee / account holder | $2,638 | $5,755-54.2% | $14,673-82.0% | $5,403-51.2% |