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 | $33,888 | $59,805-43.3% | $79,550-57.4% | $68,494-50.5% |
| Participation rate | 87.0% | 61.1%+25.9pp | 69.5%+17.5pp | 67.9%+19.1pp |
| Annual return | -15.27% | -12.30%-3.0pp | 0.16%-15.4pp | -7.84%-7.4pp |
| Employer contribution / active EE | $765 | $1,505-49.2% | $2,413-68.3% | $2,596-70.5% |
| Participant deferral / active EE | $1,768 | $3,024-41.5% | $3,985-55.6% | $4,027-56.1% |
| Admin fee / account holder | $567 | $4,835-88.3% | $6,832-91.7% | $5,403-89.5% |