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 | $66,108 | $92,222-28.3% | $76,768-13.9% | $135,375-51.2% |
| Participation rate | 83.3% | 79.8%+3.6pp | 77.0%+6.4pp | 82.6%+0.7pp |
| Annual return | -7.37% | 5.46%-12.8pp | 2.43%-9.8pp | 519.73%-527.1pp |
| Employer contribution / active EE | $1,487 | $3,216-53.8% | $2,485-40.2% | $4,779-68.9% |
| Participant deferral / active EE | $2,139 | $4,509-52.6% | $3,852-44.5% | $5,609-61.9% |
| Admin fee / account holder | $1,597 | $10,748-85.1% | $6,675-76.1% | $10,827-85.2% |