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 | $62,496 | $64,707-3.4% | $112,228-44.3% | $68,494-8.8% |
| Participation rate | 77.1% | 67.2%+9.9pp | 75.1%+2.0pp | 67.9%+9.2pp |
| Annual return | -4.29% | -11.40%+7.1pp | 27.45%-31.7pp | -7.84%+3.6pp |
| Employer contribution / active EE | $2,181 | $2,746-20.6% | $3,635-40.0% | $2,596-16.0% |
| Participant deferral / active EE | $3,870 | $3,565+8.6% | $4,728-18.1% | $4,027-3.9% |
| Admin fee / account holder | $5,107 | $5,232-2.4% | $6,410-20.3% | $5,403-5.5% |