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 | $47,045 | $71,883-34.6% | $86,677-45.7% | $68,494-31.3% |
| Participation rate | 92.3% | 72.2%+20.1pp | 76.6%+15.7pp | 67.9%+24.4pp |
| Annual return | -17.53% | 3.52%-21.1pp | 35.91%-53.4pp | -7.84%-9.7pp |
| Employer contribution / active EE | $4,387 | $2,173+101.9% | $2,836+54.7% | $2,596+69.0% |
| Participant deferral / active EE | $12,533 | $3,779+231.7% | $4,656+169.2% | $4,027+211.2% |
| Admin fee / account holder | $2,212 | $6,112-63.8% | $7,493-70.5% | $5,403-59.1% |