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 | $22,544 | $64,707-65.2% | $112,228-79.9% | $68,494-67.1% |
| Participation rate | 96.7% | 67.2%+29.5pp | 75.1%+21.6pp | 67.9%+28.8pp |
| Annual return | -17.90% | -11.40%-6.5pp | 27.45%-45.4pp | -7.84%-10.1pp |
| Employer contribution / active EE | $3,459 | $2,746+26.0% | $3,635-4.8% | $2,596+33.2% |
| Participant deferral / active EE | $3,304 | $3,565-7.3% | $4,728-30.1% | $4,027-18.0% |
| Admin fee / account holder | $22,777 | $5,232+335.3% | $6,410+255.3% | $5,403+321.6% |