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 | $36,752 | $50,958-27.9% | $74,550-50.7% | $64,186-42.7% |
| Participation rate | 75.8% | 61.1%+14.7pp | 69.1%+6.6pp | 69.6%+6.2pp |
| Annual return | -7.12% | -1.86%-5.3pp | 32.53%-39.6pp | 7.63%-14.7pp |
| Employer contribution / active EE | $389 | $1,115-65.1% | $1,961-80.2% | $2,381-83.7% |
| Participant deferral / active EE | $3,727 | $2,301+61.9% | $3,108+19.9% | $3,470+7.4% |
| Admin fee / account holder | $2,447 | $4,223-42.1% | $5,060-51.6% | $4,888-49.9% |