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 | $50,972 | $71,883-29.1% | $86,677-41.2% | $68,494-25.6% |
| Participation rate | 94.7% | 72.2%+22.5pp | 76.6%+18.2pp | 67.9%+26.8pp |
| Annual return | -16.94% | 3.52%-20.5pp | 35.91%-52.9pp | -7.84%-9.1pp |
| Employer contribution / active EE | $2,945 | $2,173+35.5% | $2,836+3.8% | $2,596+13.4% |
| Participant deferral / active EE | $5,404 | $3,779+43.0% | $4,656+16.1% | $4,027+34.2% |
| Admin fee / account holder | $1,991 | $6,112-67.4% | $7,493-73.4% | $5,403-63.2% |